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Adding fields to opportunity list

Nickel Super Contributor
Posts: 2,486
Country: USA

Adding fields to opportunity list

Customer wants to add the city and state fields on the opportunity list view.  They do not want to add custom opportunity fields and re-enter the data, they just want it pulled from the information already entered in the database.  Can the SDK (or something else) be modified to do this?  Thanks, Brenda

Brenda Dixon
ACT! Certified Consultant
Dixon Consulting Solutions
404-405-4116
brenda@dixonconsultingsolutions.com
www.dixonconsultingsolutions.com
www.GoToAssist.com/sb/dixon (FOR SUPPORT)
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Adding fields to opportunity list

Brenda,

Our add-on "Opportunity List Plus for ACT!" does this and more.


You can add any field from the contact table including custom fields directly onto the opportunity list. If the opportunity has multiple contacts attached then the field will be a comma separated list of values from the attached contacts.

 

You can download our 30 day free trial at http://durkincomputing.com/Download.aspx

 

Hope this helps

-- Jim Durkin