Setting Default Sales Method For a New Opportunity

(Doc ID 503886.1)

Last updated on JUNE 26, 2017

Applies to:

Siebel CRM - Version 7.5.2.216 [16084] and later
Siebel Tools - Version 7.5.3 [100] and later
z*OBSOLETE: Microsoft Windows 2000
This document was previously published as Siebel SR 38-1254673241.
Checked for Relevance on 13-Aug-2014
Checked for Relevance on 22-Jan-2016

Symptoms

It was reported that upon creation of a new Opportunity, whether via New Record or Copy Record, it was not possible to configure a predefault for the Sales Method field. The PreDefault was always showing up as the first Sales Method on the table (in alphabetical order), regardless of the tools configuration which was attempted.

Cause

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