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Opportunity Close Date Field

Tuned Listener
Posts: 10
Country: United States

Opportunity Close Date Field

I am hoping to create a field on the Company that shows the last purchase date from a customer.  I would like this field to be propagated with the proper date once an opportunity gets closed.

 

Any advice on how this can be done?  Thanks in advance.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Opportunity Close Date Field

It would require a third party add on.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 10
Country: United States

Re: Opportunity Close Date Field

I need the same functionality. What add-on does this?
Bronze Elite Contributor
Posts: 2,548
Country: New_Zealand

Re: Opportunity Close Date Field

The closing of an opportunity possibly doesn't coincide with creation of an sales order or invoice. Better to integrate with accounting through a link to QuickBooks for instance , if that is what you use. Then you have the sales information available in ACT!  

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Tuned Listener
Posts: 10
Country: United States

Re: Opportunity Close Date Field

Thank you for the reply. However in our case it does. If a rep switches an opp to Closed-Won a deal is done and will be entered into our system for processing.
Bronze Elite Contributor
Posts: 2,548
Country: New_Zealand

Re: Opportunity Close Date Field

I haven't looked at the detail, but take a look at Smart Tasks (a function in Act!) and perhaps that will handle what you want. You would need Act! 2013 or later. 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog