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Opportunities by Record Manager

New Member
Posts: 1
Country: United States

Opportunities by Record Manager

Is it possible to change this report (or create a customized version of it) that queries this by the opportunity "open date" instead of the "estimated close date"?  As of now, it seems the date range when it's selected goes by the estimated close date.

 

Where would this be changed?  I can't find it.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Opportunities by Record Manager

Hello jmusick,

Welcome to the ACT! Online Community. This is actually a reported issue that is currently under investigation. When more information is available regarding a solution or workaround, an update will be provided. As of now, we do not have a timeframe on a resolution. I apologize for any inconvenience this issue may have caused.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Opportunities by Record Manager

The report filtering for opportunities uses the Estimated Close Date for open opportunities and the Actual Close Date for closed opportunities. The estimated close date for all new opportunities is the same as the open date and not changing the estimated close date. 
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129