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Fields Not Populating on Opportunity Layout

Copper Contributor
Posts: 68
Country: USA

Fields Not Populating on Opportunity Layout

I'm running Act Premium (Web) v22.1 Update 4.  I have one user where the Open Date and Est. Close Date fields are erasing on the last Opportunities he has viewed, so when he tries to create a new Opportunity, it brings him back to the last Opportunity he created to re-complete those two fields.  When I look at the Opportunity on my end, those dates populate.  I confirmed we are using the same layout.

 

Does anyone have any ideas??

Copper Elite Contributor
Posts: 120
Country: United States

Re: Fields Not Populating on Opportunity Layout

Could he have some kind of pop up blocker working in the background? Also, make sure that the url's that he is using for Act web are added to the safe sites in his browser.

Karen Fredricks
Tech Benders
561-470-5450
Copper Contributor
Posts: 68
Country: USA

Re: Fields Not Populating on Opportunity Layout

Sorry I should have specified.  He is using this as a Windows solution, not using the database on the actual web.

Silver Super Contributor
Posts: 2,206
Country: United_Kingdom

Re: Fields Not Populating on Opportunity Layout

make sure that the correct country and date format has been set up in windows on the problem machine.

Nickel Elite Contributor
Posts: 595
Country: Germany

Re: Fields Not Populating on Opportunity Layout

That one rings a bell:
probably 2 calculated fields have been removed from the current OPP layout: "probability" and / or "calculated sum" (don't know the EXACT engl. names right now).
Test with a standard OPP layout to see whether the problem goes away.
Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de