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Opportunity Product Name

Tuned Listener
Posts: 113
Country: USA

Opportunity Product Name

Hello Everyone:
 
I've just finished setting up my product list, but when I create a new opportunity, under the Product/New Services tab, within the New Opportunity screen, the item list displays "new product"  with the ability to overwrite and add a new product.
 
For data integrity purposes, we would like this list to be limited to what we defined in the product list.   How can we limit the field so that it is a drop-down list only showing the products that are entered in to the product list without the ability to add a new product on the fly?
 
Thanks!
Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Opportunity Product Name

Bronze Super Contributor
Posts: 1,233
Country: USA

Re: Opportunity Product Name

[ Edited ]
We've developed an addon does has that feature. It's called Opportunity List Plus for ACT (OLP)
You can download the free trial version here: http://www.durkincomputing.com/OpportunityListPlus.aspx
 
The limit to drop down is not ON by default:
 
1. Open the "Edit Opportunity" window.
2. Right-click on the 'Name" comun header and select "Format Column" then click on the [Advanced] button.
3. Change "Limit to List " to TRUE
4. Change 'Edit Type" to DropDownList
5. Click OK
 
Now the drop down list will be limited to only your existing products.
 
-- jim durkin


Message Edited by jimdurkin on 03-03-2008 05:03 PM