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ACT! Premium Editing Opportunities Status

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New Member
Posts: 10
Country: Canada
Accepted Solution

ACT! Premium Editing Opportunities Status

Hello All,

 

I am very new to using ACT!. The company has v17 and i have been tasked with making some edits but I am having some issues and need help. On the opportunities section editing a new opportunity for the status section I need to change Open, Closed - Won, Closed - Lost etc to different text options. How do I do that?

 

Thanks - Ryan 


Accepted Solutions
Solution
Accepted by topic author ryan697
‎06-10-2016 09:04 AM
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: ACT! Premium Editing Opportunities Status

You can't change those, they're built into the system.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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All Replies
Solution
Accepted by topic author ryan697
‎06-10-2016 09:04 AM
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: ACT! Premium Editing Opportunities Status

You can't change those, they're built into the system.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 10
Country: Canada

Re: ACT! Premium Editing Opportunities Status

Oh that is too bad. Would it be okay to remove those options and add a drop down list? 

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: ACT! Premium Editing Opportunities Status

Not really, The opportunity status is involved through out the opportunities. I find that if you need to make that significant a change to the opportunities then you should consider setting up a custom table that you can design to meet your needs.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Elite Contributor
Posts: 1,410
Country: United_Kingdom

Re: ACT! Premium Editing Opportunities Status

The main Status Field is a system field and as Roy states is not customisable. It is used for running reports and also in the filters for managing opportunities. There are other fields like Process and Stage that are customisable or you could add a field of your own but would advise you still use Status as well.

Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: ACT! Premium Editing Opportunities Status

Why not use the Stages with the Status Open?


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org