The following logic updates have been applied to the Reason and Competitor fields for 'Lost' proposals/contracts:
- Reason is hidden until "Lost" is selected from the Status drop down.
- The Reason field has been relocated to the left of the Competitor field.
- The Competitor field is hidden unless:
- A specific value selected from the 'Reason' field where (Setup) Document Type > Reason Code has "Capture Competitor Info" set to 'Yes.'
Pathway: Accounts > Customer Service Screen > Orders, Quotes and Contracts