04-21-2010 07:55 AM
I am wondering if it is possible to keep New Opportunities from showing up in the history. Our company uses ACT! primarily as a contact database for our Sales Reps. When I create new Opportunities for Sales Reps, it shows up in the history and that makes our reports cluttered.
I've looked around in "Defining Fields" and I don't see that option.
04-21-2010 01:17 PM
I'm using ACT 2009. And I'm assiging the Opportunities via the "Record Manager". Maybe I should explain what I'm trying to do...
I'm using a history report to record how often our Sales Reps are in contact with customers. I don't want the New Opportunities to show up on this report, but I'm not well versed in editing reports, so I would like to eliminate that from the History tab completely.
04-27-2010 11:42 AM
Unfortunately in the 2009 version, the Opportunities are tied to a contact record and create the History item. There are no options to stop that behavior.
Just FYI: In Act! 2010 Opportunities became their own entities and do not record a History item to the contact(s) when created.