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Populate Opportunity tab

Copper Contributor
Posts: 37
Country: USA

Populate Opportunity tab

Greetings

 

I had previously deleted my Opportunities tab from my main contact screen.

 

Now, I have added it back in.

However, I need to populate it with the basic Opportunity layout and haven't figured out how to do it.

 

Ideas?

 

Thanks

Doug

 

Bronze Contributor
Posts: 1,276
Country: USA

Re: Populate Opportunity tab

You only see the Opportunity Layout when you are actually working on or creating an opportunity.  Do you see the layout when you click on the Opportunity box on the left hand panel?  You need to make sure you are on the Detail tab and not the list tab when you click on the Opportunity box on the left panel.

Patricia Egen
Certified ACT! Consultant, Trainer, Developer
www.egenconsulting.com
(423) 875-2652

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Copper Contributor
Posts: 37
Country: USA

Re: Populate Opportunity tab

Thanks Patricia,

 

When I am on the Contact screen and click Opportunites tab, I see a blank area.

Bronze Contributor
Posts: 1,276
Country: USA

Re: Populate Opportunity tab

That would be correct if you have no opps for that contact.  Click on the new opportunity button on that tab, create something and you should see an opp there now.  The opportunity box on the lest pane shows you all opportunities and the tab on the contact screen show you opps for that contact.

Patricia Egen
Certified ACT! Consultant, Trainer, Developer
www.egenconsulting.com
(423) 875-2652

Follow us on:


Visit our Popular ACT Wizards Page Wizards Here!

Copper Contributor
Posts: 37
Country: USA

Re: Populate Opportunity tab

TThanks now my ast question. Is there a way to unlock the total field?

i just need to put in  a opportunity and a total. I don't need to use qty, cost etc.

 

thanks for your help

 

Doug

 

Copper Contributor
Posts: 37
Country: USA

Re: Populate Opportunity tab

Thanks, now my last question. Is there a way to unlock the total field?

i just need to put in  a opportunity and a total. I don't need to use qty, cost etc.

 

thanks for your help

 

Doug

 

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Populate Opportunity tab

Sorry, No.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Contributor
Posts: 1,276
Country: USA

Re: Populate Opportunity tab

Doug, the total field is calculated automatically based on products.  The idea is you fill in Products and then the amount gets totaled for you.  All you have to do is enter one product for the total of the opportunity if you are not interested in listing multiple products.

Patricia Egen
Certified ACT! Consultant, Trainer, Developer
www.egenconsulting.com
(423) 875-2652

Follow us on:


Visit our Popular ACT Wizards Page Wizards Here!