Hi,
Often, in Maximizer 10 Group Edition, I need to duplicate an opportunity and be able to change its "Company/Individual" field for a different one (a different client or prospect). .
Note: I need to do this as we are in the construction business and work always as a subcontractor. Some times we have to send a proposal to several prospects that, at the same time, are trying to win the awarding of the same contract (and then become the main contractor) thus I end up with quite a few opportunities with the same technical specifications (my UDFs).
Thanks in advance,
Diego Canal - Madrid (Spain)
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