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Automatically move Opportunity Notes, etc when it becomes a Project

Automatically move Opportunity Notes, etc when it becomes a Project. This will keep information together as a lead/opportunity progresses through the stages of a deal. It makes managing deals easier. 

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Comments

13 comments
  • I second this. When working on an opportunity, I add a lot of notes and emails. It would be nice to have them move along when transferred into a project because that material still needs to be referenced. And drilling down to find the old opportunity is cumbersome.

     

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  • Great suggestion! I just added a vote for this as well. :)

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  • Yep this would work really well for me too. I am computer programmer so I can't imagine it is that hard. For users that would prefer not too maybe the question is asked when converting an Opportunity to a Project if you would like to move the notes, emails tasks events etc?

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  • This would be super helpful - would love to have the option to move all info with it too.

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  • Yep this would be very helpful.  ALSO It would be so much better if opportunities changed colour in the 'about view' when they are converted to a project so you know at a glance which opportunities are open and which are done.  Pleeease....

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  • Sam,

    Great idea with the colors.  Remember everyone one who is subscribed to the post  to vote up everyone's posts and the main post so that it gets NOTICED. 

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  • Yes this would be an important workflow improvement.

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  • Thanks for all your input and feedback on this suggested feature.

    The team have almost finished final testing of this new functionality we built. We have added a checkbox to the project conversion screen giving the user the option of copying over all notes, files and emails from the opportunity to the new project.

    We have also added a new visual indicator and link to the new project back on the converted opportunity screen.

    The feature should ship to production later this week, after which you will be able to use it - thanks for helping build a better Insightly !

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  • Thank you for moving this forward!

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  • This feature has now shipped. On the screen to convert an opportunity to a project, there is now an additional checkbox to copy over all emails, files and notes to the new project.

    Also, after an opportunity has been converted to a project, we now include a convenient link to that new converted project in the opportunity details screen.

     

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  • Awesome. Thank you so much for rolling this feature out and the added bonus of linking converted projects within the opportunity!

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  • Anthony,  

    As a new Insightly user, why is this a checkbox, that I MISSED when converting my first opportunity to project, and have now lost all my notes, tasks, etc? Why would this not be automatic without a checkbox?

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  • Sidenote: Found notes when went back to opportunities and clicked to include all opportunities in the visible list. Now just have to copy and paste everything to the new project. Still vote that this should be automatic, or that at the least the checkbox should be if you don't want everything transferred.

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