In CMS, When Changing Sales Stage Allow All Required Fields To Display
(Doc ID 2555983.1)
Last updated on OCTOBER 30, 2019
Applies to:Oracle CRM On Demand Mobile Sales Data Access - Version 031CS to 031CS [Release 31]
Information in this document applies to any platform.
In CRMOD when navigating to an existing opportunity record, users are able to see all required fields. The same can be said when the Sales Stage is changed.
However, in CMS, users are reporting that when changing the Sales Stage, not all of the required fields are listed as required. For example, when a the Sales Stage like 'Closed/Won' is chosen, it can be seen that in CRMOD that the fields are shown as required, but these same fields are not shown are required in CMS.
1. Login to CRMOD
2. Open an Opportunity record
3. Change the Sales Stage and the required fields are still marked
4. Log into CMS
5. In an Opportunity record, when changing the Sales Stage, the fields marked as required do not show up in CMS
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