07-05-2016 10:54 AM
When trying to customize ACT! on the Opportunities customization page in define layouts, the process/stage heading and dropdown menu do not show up? Is there a way to change this?
07-05-2016 11:18 AM
07-12-2016 07:32 AM
Are you saying that the Process/Stage fields highlighted in the screenshot below are not displaying in the layout designer?
Can you see the stage field in the properties window (F4)?
Have you tried adding them in using the button highlighted on the left?
07-14-2016 02:46 PM
No. Here is what I can see.
That blank box in the middle of the screen will not go away. I will delete it and save the format and it will re-appear.
07-15-2016 01:46 AM
07-15-2016 08:29 AM
I tried deleting the "floating box" and adding the process/stage field, but when I save it, it reverts back to the exact same layout with the "floating box". I tried creating a whole new layout and saving it as Custom, but it never actually saves or makes any changes to my displayed layout.
Now here is what my customize window looks like
07-15-2016 08:59 AM