Archive Opportunities

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  • o_oe
    Junior Member
    • Jan 2023
    • 8
    #1

    Archive Opportunities

    May I suggest "Archive" function for list of opportunities.
    This is to enable users move some opportunities to archive instead of total removal.
    For history references it is useful for our service industry particularly when providing similar service to same customer in the future.
    Tags: None
    • yuri
      Member
      • Mar 2014
      • 8467
      #2
      Espo does not have any archiving ability in its design. You just set an opportunity Closed Lost or any other custom status. This opportunity won't be listed in the Open filter.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

        • yuri
          #2.1
          yuri commented
          01-23-2023, 02:16 PM
          Editing a comment
          Espo has its design that is already established. Should we make things more complicated by adding completely new design elements.
          • yuri
            #2.2
            yuri commented
            01-23-2023, 08:44 PM
            Editing a comment
            By settings probability = 0 for a custom stage, it won't be listed in Open filter.
          • emillod
            Active Community Member
            • Apr 2017
            • 1405
            #3
            I would recommend to simply use filters. You can create new stage called "Archive", create new filter and exclude opportunities with stage "Archive" from other filters

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