10-18-2011 01:45 PM
My question is regarding the Add Products/Services tab in the Opportunities section.
We recently upgraded to ACT! Premium 2012.
On opportunities created BEFORE the upgrade:
On opportunities created AFTER the upgrade:
I can go in and add products to the product list, and I can edit the categories and change the order. But when I try to add a new product/service, nothing shows up under the Add Products/Services tab. This is happening on our server and our other work station.
The Products list was not exported from another file type, it was simply carried over with our other information during the upgrade.
10-26-2011 01:01 PM
Nope, didn't delete any default fields, just chose which ones I wanted to show up:
Then anything I enter in this screen
doesn't show up in this screen
UNLESS this opportunity had product info already before we upgraded, then changes I make here show up.
10-26-2011 01:27 PM
Try resetting the view to show all default product fields and add any additional ones.
This will work. I believe the required fields are Price, Cost, and Quantity. You may want to do a little playing around to find the minumum fields required. Just remove them one at a time until you can't save the product.
We are tracking this under internal defect tracking number 97910. It has only recently been reported to our development team.
Other workarounds are to enter in a price.