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Opportunity List workings..

New Member
Posts: 17
Country: USA

Opportunity List workings..

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.  

 

Thanks

Copper Contributor
Posts: 30
Country: Netherlands

Re: Opportunity List workings..

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 15.1.108.0. 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.

Hein Campmans
http://connect2act.com
New Member
Posts: 17
Country: USA

Re: Opportunity List workings..

Hi, I appreciate the input, but it doesnt work for me....take a look

http://home.comcast.net/~stevenjwilson/actproblem.swf.html

 

 

 

Sage ACT! Premium 2013 Version 15.1.108.0

Win 7 Pro

 

Is there a config option somewhere I wonder?

Nickel Elite Contributor
Posts: 935
Country: USA

Re: Opportunity List workings..

[ Edited ]

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

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
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