Merged Enhancement

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Maintain Application Notes After Cloning Opportunity Merged

"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."

  • Deleted User
  • Jul 3 2018
  • Reviewed: Voting Open
Employee Name Austin Grace
Client Name "shard name" stcloudstate, montana, wisc
User System Admin
Functional Unit Portfolio
  • Deleted User commented
    March 27, 2019 19:44

    Wisc would like this, with the added request to have the opp notes as a column in the opps grid.

  • Jessica Beatty commented
    December 07, 2018 14:48

    Eric Wold at Montana State University-Bozeman (montana) would also like to maintain opportunity notes when cloning one cycle to the next.

  • Deleted User commented
    July 03, 2018 21:20

    This has similar functional request to this FER: https://aworks.ideas.aha.io/ideas/SMM-I-475