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Opportunities by User dashboard control looks up the wrong stage

Copper Contributor
Posts: 21
Country: USA

Opportunities by User dashboard control looks up the wrong stage

Clicking a stage in the Opportunities by User dashboard control sets the filter to the wrong stage if there are no opportunities in a previous stage.

 

It appears to set the opportunity filter using the graph index rather than the actual stage index. This causes the resulting view to be incorrect if there are no opportunities in a previous stage. For example, if the control lists no opportunities in the fifth stage, clicking the sixth stage will bring up an opportunity list view of the fifth stage because it is the fifth bar on the graph.

 

Steps to recreate in the demo database:

Create a new dashboard.

Add the Opportunities by User control.

Select vertical bar chart as the display type if it is not the default (it's easier to see what's happening with this view).

Change the default filter to "All" for Dates.

Save the dashboard and navigate to it.

Click the bar for "Commitment to Buy" and change the status of all of these opportunities to "Inactive."

Return to the dashboard; there should now only be five bars.

Click the bar for "Sales Fulfillment" and you might get the following error message:

---------------------------
Error
---------------------------
ACT! has encountered an error.  Please shutdown the application.


---------------------------
OK  
---------------------------

If you do, restart ACT!, navigate back to the dashboard, and click the bar for "Sales Fulfillment" again.

You will be taken to the opportunity list view with the filter set to show the stage "Commitment to Buy" instead of "Sales Fulfillment."

 

I've tested this using ACT! by Sage Premium 2010 Version 12.1.181.0, Hot Fix 5 running under Windows XP SP3 and using Sage ACT! Premium 2011 Version 13.1.111.0, Hot Fix 4 running under Windows 7 SP1.

Copper Contributor
Posts: 21
Country: USA

Re: Opportunities by User dashboard control looks up the wrong stage

Could someone from Sage please confirm/report this issue or point me to a fix?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Opportunities by User dashboard control looks up the wrong stage

[ Edited ]

Hello bhilty,
Thank you for taking the time to detail this issue and I apologize for the delay in getting back to you. We will test this in-house and report it as a defect if we are able to reproduce. After testing, we will post an update in this thread.

Greig Hollister

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