Overview:
When creating a new Contract from a Contract Template, all fields should be copied over. However, the Description_vod field is not copied.
Root Cause:
It is working as designed.
Solution:
Fields to be copied from a Contract Template to a new Contract:
- Contract Name (Name_vod) - User is able to change Contract Name if the user has edit permission
- Template Name - Is stamped if it is not placed on page layout
- Record Type - User is able to change Record Type copied from the Contract Template
- Start Date
- End Date
- Disclaimer
- Wholesaler
- Custom field
Related Documentation:
CRM Help Documentation: Components of a Contract
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