02-13-2014 01:40 PM
IN ACT Premium 2013, I am in the opporutnity list view. The fields Dates and Status dont seem to modify the existing lookup.
Is the only way to modify and existing lookup to go back thru the advanced lookup dialogue?
Whatever I search for, I generally only want to see STATUS=OPEN opportunities.
02-14-2014 07:11 AM
Act! Premium 2013 does modify the lookup, here at Windows 7, latest updates, when changing the dates. Also when changing the Status. I see the changes almost instantly. Version 220.127.116.11. Version will be visible with <Help><About>
If you want to be sure, you can choose <View><Refresh>, or <F5> after modifying dates or changes.
02-18-2014 07:37 AM
Hi, I appreciate the input, but it doesnt work for me....take a look
Sage ACT! Premium 2013 Version 18.104.22.168
Win 7 Pro
Is there a config option somewhere I wonder?
02-18-2014 08:09 AM - edited 02-18-2014 08:10 AM
From your Opportunities module - Use the Lookup / Advanced Query feature,
You can save your query and even apply it to your custom commands toolbar if you plan to run the query often.
- cheers - FSB