Last updated on MARCH 02, 2017
Applies to:Siebel Financial Services CRM - Version 126.96.36.199.8 [IP2013] and later
Information in this document applies to any platform.
Within a task, an opportunity is created in a view. Then in a second view an opportunity product and a note is added. When taking the previous button and then the next button, the previously entered note is shown but the product is not.
If the task is completed, it is found that the product has been stored against the opportunity.
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