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I have a requirement to add new Lost Reason to our CRM but although I have added it and published it does not show in the list when closing an Opportinity?I have added my new value to both the Opportunity / statuscode and the new Opportunity Close / opportunitystatuscode
Neither of these work, is there a current bug?
Hi Graham,
The value you added to the statuscode of opportunity and opportunitystatuscode of Opportunity Close should be same.
If you add custom values to a Status Reason field against a state (Won/Lost) in the Opportunity entity, you must add the same custom value to the special attribute OpportunityStatusCode on the Opportunity Close entity manually and vice versa.
And you can refer to the following thread, one partner shared detailed steps about it, maybe you can check it:
Brilliant, thank you. I have set this up in the statuscode of opportunity and opportunitystatuscode of Opportunity Close but they had different 'Labels'.
I have now matched the labels and I can see the option.
Thank you Leah
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