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Opportunities with UDF fields.

Feature Request[CMP]_Opportunities[CMP]_Autotask

It would also be useful to be able to use UDF fields, as they are now present in AutoTask for the Opportunity Category.

Jira: TN-6702

Status: Done7 comments

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Comments7

  • Victor Raessen

    Team•

    Mar 10

    **William Vink** (2024-06-21): Please add the same UDF visability and possabillty to change for Products. Usecase: we have a Autotask to IT-Glue workflow. When we deliver a Product with 1 year duration we add a UDF "sync to IT Glue" value "12" that creates a flex asset in IT-glue with the end date A workflow in IT-glue sends a mail 90 days before end date. In the current situation we have to go back into Autotask to edit the product overthere as well.

  • Victor Raessen

    Team•

    Mar 10

    **Victor Raessen** (2024-12-09): "UDF available in the oppertunities in sales builder" (suggested by on 2022-05-27), including upvotes (7) and comments (1), was merged into this suggestion.

  • Victor Raessen

    Team•

    Mar 10

    **Rob Zwezereijn** (2022-05-27): Use UDF available in AT also available in the oppertunities in sales builder

  • Victor Raessen

    Team•

    Mar 10

    **Victor Raessen** (2024-12-09): "UDF field(s) that sync with the corresponding opportunity UDF field(s)" (suggested by on 2023-06-13), including upvotes (8) and comments (3), was merged into this suggestion.

  • Victor Raessen

    Team•

    Mar 10

    **LW** (2023-06-13): UDF field(s) that sync with the corresponding UDF field(s) in the autotask opportunity. For example we want an UDF field to register the estimated hours for a quote or project.

  • Victor Raessen

    Team•

    Mar 10

    **Fawad Khan** (2025-03-26): "Custom fields Opportunity" (suggested by on 2023-04-06), including upvotes (5) and comments (0), was merged into this suggestion.

  • Victor Raessen

    Team•

    Mar 10

    **Daan Begthel** (2023-04-06): Making it possible too add custom fields from Autotask creating an opportunitity in Salesbuildr.