Deleted Deal Date

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Released Version: Build 24.4

This article is useful for any environment operating on the above version or later.

Requirements

Requirement

Description

EliteParks or EliteMarinas

This feature requires you to have an environment with a licensed version of EliteParks/EliteMarinas on your tenant.

Dynamics 365 Business Central Essential Licence

A Dynamics 365 User licence is required to be able to use this feature, as well as the necessary permissions for the system.


Feature Description

EliteParks and EliteMarinas provide a streamlined process for deal stacking. The new Deleted Deal Date field functionality introduced will stamp a deleted date against the Deleted Deal record which will be worked out on the basis of the work date of the user actioning this. The field will also be available within EliteCRM.


Business Uses

  • The feature of the Deleted Date allows users to see when a deal was deleted by a user with a date stamp, which can then be utilised in reporting for year on year comparisons.