11-08-2009 07:42 AM
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?
Solved! Go to Solution.
11-09-2009 10:18 AM
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
Moderator
ACT! Online Community
11-09-2009 06:49 PM
11-10-2009 06:25 AM
Currently, it is not in our documentation. I will be updating KB 13965 with this information.
Greig Hollister
Moderator
ACT! Online Community
08-24-2010 12:10 PM
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.