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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Add Opportunity ID to Opportunity Dropdown on estimate/quote

edited Jun 2, 2025 2:38PM in Ask A Guru 5 comments

We would like to display the Opportunity ID and the Opportunity name using a formula field in the Opportunity dropdown on the quote. Is it possible to make changes to this list and if so, where would I go to do that?

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