05-30-2019 07:05 AM
When running Opportunities, I can see the total of sales by status but where is the Total $ value of the sales? I used to be able to see the detail of the number of sales & total revenues in the bottom line. Now I have to manually calculate the totals or does this appear on another report?
Also, is the very large black box normal? When I hover the mouse, I see pop-ups
Act! Premium Version 126.96.36.199, Update 2
05-30-2019 08:28 AM - edited 05-30-2019 08:28 AM
Click the "Options" button at the top right corner of your toolbar (above the "Filter By" pane) and choose "Customize Columns" and add the column you are missing.
05-30-2019 08:44 AM
Which column am I missing that will give the sum of the 8 Closed - Won deals that I have filtered for this quarter? I included a photo of what I'm seeing. Also, I have a Total column so I know the total revenue per deal or Row. I want to quickly see the sum of all deals as I run a query for per month, per quarter, year or custom period of time. I do not see the total revenue line anymore when using Opportunity Tab
08-05-2019 11:24 AM
No. Another Act Certified professional had sent me a direct message that they had the same issue, brought it up to tech support and hopes it may be resolved in a future upgrade. Not having the sum easily visible is a bit annoying. Forced to run an opportunity report. Hope they can bring back this functionality. Simple but useful & timesaving...