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Nickel Elite Contributor
jnpurdy
Posts: 1,127
Country: USA
Message 1 of 5 (3,047 Views)
Accepted Solution

Advanced Search In Opportunities Fail On Including "Status" As A Criteria

ACT 2010

 

I have added a check box to opportunities and then want to run a report on just those that are OPEN and CHECK BOX TRUE. 

 

Attempt #1

Select "Open" in the list view

Advanced query with CHECK BOX TRUE

I am only offered an option of 1 to replace the lookup.  The other options are grayed out, i.e., NARROW THE SEARCH

 

Attempt #2

Advanced query with CHECK BOX TRUE

Add to the query STATUS = Open

Error:  the value you typed is greater than the maximum field length

I can't find the field STATUS as a field when editing fields in Opportunities to see what the conditions on that field are.

 

Have I overlooked something simple?

 

 

John Purdy
Sage ACT! Premium 2014 (V. 16)
Dell XPS Ultrabook
Windows 8 Professional, Outlook 2010 with Exchange 2011
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Platinum Elite Contributor
ghollister
Posts: 6,537
Country: USA
Message 2 of 5 (3,001 Views)

Re: Advanced Search In Opportunities Fail On Including "Status" As A Criteria

Hello John,

In the SQL tables, the Status field is a tinyint type field, which means it can only hold numeric values of 0-255. When doing a lookup on the Status fields, the values you would use are 0,1, 2, or 3.

 

Open = 0

Closed- Won = 1

Closed- Lost = 2

Inactive = 3

Greig Hollister
Sage

Note: Effective 6/1/13, Sage no longers provides support for the Act! software

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Nickel Elite Contributor
jnpurdy
Posts: 1,127
Country: USA
Message 3 of 5 (2,991 Views)

Re: Advanced Search In Opportunities Fail On Including "Status" As A Criteria

Thanks for the answer.  Where could I have found that information?
John Purdy
Sage ACT! Premium 2014 (V. 16)
Dell XPS Ultrabook
Windows 8 Professional, Outlook 2010 with Exchange 2011
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Platinum Elite Contributor
ghollister
Posts: 6,537
Country: USA
Message 4 of 5 (2,983 Views)

Re: Advanced Search In Opportunities Fail On Including "Status" As A Criteria

Currently, it is not in our documentation. I will be updating KB 13965 with this information.

Greig Hollister
Sage

Note: Effective 6/1/13, Sage no longers provides support for the Act! software

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Copper Elite Contributor
Posts: 147
Country: Brazil
Message 5 of 5 (1,665 Views)

Re: Advanced Search In Opportunities Fail On Including "Status" As A Criteria

Hi,

I would like to find all contacts in my database that are users of a given product and add them to a dynamic group.

I was wondering how to find all contacts with opportunity status "closed / won" (1) but only those with a given product name, for example.

Error message I get is: "Selected file can not be used to find contacts..."

It works to find opportunities!

From what I can see I can not find "contacts" based on "opportunities" and "products" criteria.

Is it right or there is a way and I can not find or do not know how to use ?

I appreciate any tip.

Thanks.

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE
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