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Showing ideas with status Available in ACT! 2010.

Make the Opportunity windows editable

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Many clients ask me if they can:

a) Change the column headers in the Opportunities - Products and Services Tab, either to add or remove columns or just to make the headers more meaningful to their business.

b) Show the profit margin for both individual items and for the whole opportunity; many sales people have GP targets to meet.

c) Have the ability to create additional fields in the User Fields Tab

In addition, many people (including me) find that having to click between four tabs to create an opportunity is both time consuming and results in people forgetting to fill in information, so why don't we have new opportunities set out as a single, editable table that users can customise to suit their needs.

Jeff

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Changes to Opportunities in ACT!

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on - last edited on by

An ACT! Certified Consultant made the following observations related to opportunities in ACT!:

I spend a lot of time in Opportunities in ACT! and I need a way to track history and activities linked to an opportunity.

I’d like to see Opportunities looking like Contacts, and Companies, so I can still link one Opportunity to multiple contacts or companies, and be able to track history for that Opportunity.

Do you use opportunities and have a suggestion for improvement?

Message Edited by alduet on 06-01-2009 10:08 AM

Message Edited by kjosephs on 06-09-2009 09:40 PM

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Improve Import Options (Opportunities)

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by on

I have an ever changing balance with in my opportunities that requries updating, so having the import feature to include import to the opportunities would be a huge help and improve efficency

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Allow Editing Flexibility with "Opportunities "

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by on

I just upgraded from ACT 2008 to 2009. One of my my plans is to use the Opportunities function to better track new clients, customers and activities related to each. It seems that in build 1.1 we can no longer edit the names of the Opportunity fields as could be done in 1.0. This was apparently done consciously to correct a problem. I'd like to urge that this flexibility be restored to make the program more useful in tracking sales and activities.

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Associate History/Notes with a Company, Opportunity and Multiple Contacts

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by on

Very often, I talk to various people in regard to a either a specific Company (other than the one this person is with) and/or Opportunity - I'd like to see the ability to link an activity to Companies and Opportunities!!!

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