12-09-2009 06:11 AM
In my ACT DB, I've made a required field in the Opportunities dialog where the user has to select a value for shipping date (e.g. quarterly, yearly, 5 years, and so on). Is there a way to have this value impact what shows up when forecasting? So for example, an order that is not going to ship for 2-5 years will not show up when I'm trying to forecast for this year.
Thanks for any help in advance!
12-09-2009 09:30 AM