Hi,
After installing ADX Portal 7.025 (not supported anymore), it overwrote 2 opportunity status codes:
- "Dead - Due to Paying Cash" -> "Canceled"
- "Dead - Due to Pricing" -> "Out-Sold"
Installation also added 7 additional statuses:
- Open for Bidding
- Delivered
- Accepted
- Purchased
- Returned
- Declined
- Expired
We would like to change the 2 statuses it overwrote back to our own display name. I assume this will be OK. Do you foresee any problems with this?
For the 7 additional statuses, we do not want users to be able to select them from our custom application. For fields that we want to remove, we mark the display name as zzDoNotUse. (1) Can we delete the fields completely without impacting ADX Portal? (2) Or filter out of the custom dropdown
Please let me know if I can further elaborate.
Thank you,
Tony







