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Confirming Opportunity fields from DBV missing in Web View

Chris Zello

When I'm comparing what fields are in Database View Proposals to what exists currently in Web View Opportunities, it looks like Instrument and Reason are both missing from the Opportunity.

Rating (DBV) is named Likelihood (WV).

Or did I miss something else?

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Comments

Austen Brown

@Chris Zello - Yep, your correct - plus, the notes tab doesn't exactly translate to WV. The summary field available at the top of the opportunity will be saved as a note in DBV, but you can't add additional notes via WV nor will additional notes from DBV appear in WV.

Delphine Rocher-Lewis

@Chris Zello
Contact, “Original amount asked” and “Original date asked” are also not in Web View.

Elizabeth Johnson

Edited 4/29/25 - See @Dan Snyder's amazing response today to my assumption within! Thanks Dan!

@Delphine RocherLewis I don't have those fields in either my dbv or my wv. I wonder if they were changed in your field settings. It would be interesting to see how yours “Fields” vs. “Display As” line up. Here is a screenshot of my configuration. I should hide reason, I've renamed fields in the dbv to match the names in the wv where possible.

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Dan Snyder

@Elizabeth Johnson
The original amount asked and date asked are at the bottom of proposals/opportunities in database view. They are tricky to get exported as they are only available in export and using the export module for proposal/opportunity information is…difficult. ?

@Delphine RocherLewis You are correct it is not listed anywhere in webview. Off to the idea bank we go .

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