Community
Showing results for 
Search instead for 
Do you mean 
Reply

Company not appearing in Opportunity list view & reports

New Member
Posts: 1
Country: USA

Company not appearing in Opportunity list view & reports

We organize a lot of our database by company, rather by client. If I link an opportunity to a Company, but not to a specific Contact within that company, the Company name does not appear in the Opportunity list view, or in any reports.

 

Additionally, when I open the Opportunity list view frequently I only see a small fraction of our current opportunities. All the sort/filter fields are set to "All". The only way to get the full listing is click on "Select Users", then "Ok". I already have "All Users" selected, but it's not until I go through this process that they show up.

 

Suggestions?

 

Thank you.

Copper Super Contributor
Posts: 219
Country: USA

Re: Company not appearing in Opportunity list view & reports

Has this ever been addressed? I have a client with the same need - regarding the Company not appearing in Opportunity List views & reports, despite the field choice on the list view.  Thanks.

Cindy Gavelek, M.Ed., ACC
Confluence
cgavelek@confluencecorp.com
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Company not appearing in Opportunity list view & reports

Opportunities must be connected to a contact to show in an of the ACT! reports. That is actually how it is designed.

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