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ACT! Opportunities

Tuned Listener
Posts: 113
Country: USA

ACT! Opportunities

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!
Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: ACT! Opportunities

You can change the User fields from Tools | Design Fields
 
Once the Opportunity is cleared, it will be in the History
Tuned Listener
Posts: 113
Country: USA

Re: ACT! Opportunities

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?
 
 
Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: ACT! Opportunities

They are for adding additional information that you might want to track for each Opportunity
Tuned Listener
Posts: 113
Country: USA

Re: ACT! Opportunities

Is there a way to have comments for each line item in the opportunity table?
Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: ACT! Opportunities

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
Nickel Elite Contributor
Posts: 595
Country: USA

Re: ACT! Opportunities

The details are for the opportunity and there isn't any way to have individual details for each line item.
 
Roy Laudenslager
Techbenders
 
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: ACT! Opportunities

Yes, sorry... I was thinking the Opportunity tab in the Contacts View.
 
Hi Roy, great to see you here !
New Member
Posts: 9
Country: USA

Re: ACT! Opportunities

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
Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: ACT! Opportunities

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