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Actual revenue auto populated RRS feed

  • Question

  • I am new to modifying CRM but have actually done some customizations to our system already but I need a couple more tweaks. On an Opportunity close, Actual revenue is auto populated with estimated value by default in our system. I would like to undo that so that our Sales team must enter the actual value. I need the actual value to default to zero on the won opportunity close form. Any suggestions would be much appreciated.

    Friday, May 24, 2013 3:58 PM

Answers

All replies

  • You need to intercept the opportunity close message with a plugin. Obviously the plugin should be post operation. Then in your plugin you could update the actual revenue field by a null value.


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    Friday, May 24, 2013 5:10 PM
    Moderator
  • Thx for the reply but I need help with the plugin code. Can a simple line of code be used to null the actualvalue?     var actualvalue = null?
    Tuesday, May 28, 2013 6:16 PM