ACT! Opportunities

[sunnydd]

Hello everyone:

I understand that the opportunity table is not customizable.  I find this unfortunate, because it's rather limiting.  I've been looking for information on the opportunity fields 1-8.  What exactly are they and how do they work?

Also, in the details section of the opportunity, it looks like the details apply to the entire opportunity.  Is there a way to put in notes or a better description at the line item level.  In other words, I would like to have the ability for users to select their line item with cost, etc. and then put in a better description for each line item. 

Thanks!

[GLComputing]

You can change the User fields from Tools | Design Fields

Once the Opportunity is cleared, it will be in the History

[sunnydd]

Thanks for your response, but I still don't understand.  What is the purpose of these fields?  Are they for reporting purposes only?  Can someone give me an example of  their use?

Also, is there a way to get a note or comment for each line item of an opportunity?  Someone must have had a similar need before?

[GLComputing]

They are for adding additional information that you might want to track for each Opportunity

[sunnydd]

Is there a way to have comments for each line item in the opportunity table?

[GLComputing]

You mean like the Details tab when creating a new Op?

when looking at the Opportinities tab for a Contact - options | Customise Columns and add the field

[Royel]

The details are for the opportunity and there isn't any way to have individual details for each line item.

Roy Laudenslager

Techbenders

www.techbenders.com

[GLComputing]

Yes, sorry... I was thinking the Opportunity tab in the Contacts View.

Hi Roy, great to see you here !

[nsales]

How do I add my product item quantity to the  view for the opportunitties tab, when I try and add on custum columns there is no field for quantity

[GLComputing]

That tab is for the entire opportunity and you can't add fields from specific line items