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Can estimated close date of opportunities be edited in a batch

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Copper Elite Contributor
Posts: 105
Country: New Zealand
Accepted Solution

Can estimated close date of opportunities be edited in a batch

Hi,

 

I'm sure in previous versions of ACT, opportunities could be filtered & selected in bulk and the estimated close date edited.for the batch

It was very handy when rolling over past dated opps at the end of a month.

 

But...I can't see how to do it in ACT!2010. Not being able to do so was one of the few niggles I had with Durkin's Oppurtunity Plus.

 

Any suggestions?

 

Stephen

Stephen Buckland
stephenbuckland@gmail.com

Accepted Solutions
Solution
Accepted by topic author stephenb
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 105
Country: New Zealand

Re: Can estimated close date of opportunities be edited in a batch

Thanks Greig for this response

 

>You can still do that in ACT! 2010, it's just a different process. Since Estimated Close Date is now an Opportunity Field and not just a parameter, you can use the Edit/Replace Data function to edit the data for one field for a lookup of Opportunities. Here are the steps:

- Highlight the Opportunities in the list you want to change the ECD for

- Righ-click on the highlighted group and select Lookup Selected

- On the main menu, go to Edit/Replace Fields

- For the field, select Estimated Close Date, and for the value enter you new date

 

Unlike prior versions of ACT!, this function can now be used in ACT! 2010 with a number of Opportunity fields.

 

Greig Hollister
Moderator
ACT! On-Line Community
Sage

Stephen Buckland
stephenbuckland@gmail.com

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All Replies
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Can estimated close date of opportunities be edited in a batch

Yes, it would appear that with the re-architecting of the opportunity engine in Act! 2010, that feature is no longer there,,,
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Can estimated close date of opportunities be edited in a batch

Solution
Accepted by topic author stephenb
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 105
Country: New Zealand

Re: Can estimated close date of opportunities be edited in a batch

Thanks Greig for this response

 

>You can still do that in ACT! 2010, it's just a different process. Since Estimated Close Date is now an Opportunity Field and not just a parameter, you can use the Edit/Replace Data function to edit the data for one field for a lookup of Opportunities. Here are the steps:

- Highlight the Opportunities in the list you want to change the ECD for

- Righ-click on the highlighted group and select Lookup Selected

- On the main menu, go to Edit/Replace Fields

- For the field, select Estimated Close Date, and for the value enter you new date

 

Unlike prior versions of ACT!, this function can now be used in ACT! 2010 with a number of Opportunity fields.

 

Greig Hollister
Moderator
ACT! On-Line Community
Sage

Stephen Buckland
stephenbuckland@gmail.com