Copying notes assigned to Deal

Description

Currently, it is not possible for the notes assigned to the copied Deal to also appear in the Deal copy.

Copying a deal via Manage > Copy Deal in /crm/deal/ is in fact creating a new deal creation form with copied attribute values.

In order not to lose valuable information from the customer's perspective, this should be changed.

What will be added?

By copying Deal via Manage > Copy Deal in /crm/deal/

- in the copy of Deal, create notes with the same content and created_at as in the copied Deal

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Upvoters
Status

Rejected

Board

🧩 Feature Request

Date

Over 4 years ago

Author

Grzegorz Kacperski

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