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Customizing Products/Services tab for Opportunities

New Member
Posts: 3
Country: United States

Customizing Products/Services tab for Opportunities

Forgive me if this has been covered here before - I couldn't find much on this subject.

 

It seems that the products/services grid is applicable to companies that sell widgets at set prices.  We wish to customize this grid to fit our business (we are insurance agents).  We sell insurance coverages at a commission and the price varies for every opportunity.  It seems that there are only a few opportunity fields accessible for customization.  Am I missing something?

Bronze Elite Contributor
Posts: 2,547
Country: New_Zealand

Re: Customizing Products/Services tab for Opportunities

Just enter or edit the price at time of creation of the opportunity. I there something I missed..;-)

 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


New Member
Posts: 3
Country: United States

Re: Customizing Products/Services tab for Opportunities

Well, I'm hoping that "working around" the problem isn't the solution here.  The fields in the opportunity are 1) Quantity, 2) Cost, 3) Price, 4) Adj. Price, 5)Discount, 6) Subtotal.  These fields don't fit our business.  We need 1) Premium, 2) Commission%, 3)Total Revenue (calculated). 

 

My question is, do we have a choice in the matter?

Nickel Contributor
Posts: 241
Country: United States

Re: Customizing Products/Services tab for Opportunities

No, currently those fields are editable.
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Customizing Products/Services tab for Opportunities

You can't rename the columns but you should be able to adapt the built in calculations to your needs.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Super Contributor
Posts: 1,233
Country: USA

Re: Customizing Products/Services tab for Opportunities

We have an add-on called Opportunity List Plus for ACT! that can rename these columns. You can not add new columns but you can remove and/or rename any or all existing columns. In fact we can even set the description field to 256 characters that supports multi-line word wrapping.

 

Check it out here: http://www.durkincomputing.com/ACTAddonsOpportunityListPlus.aspx

 

thanks

-- jim durkin

New Member
Posts: 8
Country: USA

Re: Customizing Products/Services tab for Opportunities

Dear Zahorik:

 

I am a commercial insurance broker and just purchased ACT! 2012 Pro for myself and a new Producer at my company.  I would enjoy speaking to you about how you have customized your ACT! layout.  I am coming from Salesforce.com.

 

I don't know how to private message you.

 

Thanks,

 

 

Ryan F.

Bronze Super Contributor
Posts: 1,233
Country: USA

Re: Customizing Products/Services tab for Opportunities

Ryan,

You can contact us using the phone number or email at the top of our web site.

www.DurkinComputing.com

 

Thanks

-- Jim Durkin