Good day,
I am developing a customization to make the selection of a Contact field required on both the Opportunity and Quote. I know how to make the field required using the customizations. However, I am concerned on how it could affect the workflow. Adding quotes, processing, action areas, etc.
For example; Opportunity/Quotes. Are their any issues or problems that could arise. Management wants sales reps to have contacts on all their opportunities and quotes. We also have an Approval process for large quotes. Since the documents are interconnected,
- Should the customization be separate or together?
- I don’t want to slow down the Sales process; however it does present some issues with sales
- Approval process? issues
- Actions being affected; Convert to Order, etc.
Does anyone have a better suggestion? Or a better way to go?
Thank you.