This idea has been merged into another idea. To comment or vote on this idea, please visit SMM-I-475 Open Internal Notes field .
"I have been using Opportunity (Application) Notes for information I would like visible to opportunity administrators but not reviewers, and it tends to be underlying, administrative information that I would like cloned year after year. At this time, Opportunity (Application) Notes are not cloned so we transferred those notes to the Opportunity Reviewer Notes which are cloned. I’d like to request that Opportunity Notes also be cloned or that we would be given the option to clear – or not – those notes during cycle management. I know that the Portfolio Notes are cloned but I don’t think opp admins look at the portfolio level very often. For an example, please see our Information Assurance Merit Scholarship. I have a different information in the Reviewer Note (for reviewers) and the Opportunity Note (for admins). Also, see the Jim Roy Scholarship. Sometimes I’d like the same information visible to admins and reviewers, in which case I’d put the same info in the Reviewer Note and the Opp Note. For an example, see the Arvid Hansen Scholarship."
Employee Name | Austin Grace |
Client Name "shard name" | stcloudstate, montana, wisc |
User | System Admin |
Functional Unit | Portfolio |
Wisc would like this, with the added request to have the opp notes as a column in the opps grid.
Eric Wold at Montana State University-Bozeman (montana) would also like to maintain opportunity notes when cloning one cycle to the next.
This has similar functional request to this FER: https://aworks.ideas.aha.io/ideas/SMM-I-475