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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: 6,864
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
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129