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Status Field for Opportunities

New Member
Posts: 7
Country: United Kingdom

Status Field for Opportunities

Hi Noe sure if this is Possible so going to ask.

 

Under a Opportunity their is a Status Field with the following Check Boxes, Open, Closed - Won, Closed - lost and Inactive.

 

The Following Post stats that it is not possible to edit - http://community.act.com/t5/Sage-ACT-Premium/Customize-status-fields-in-Opportunity/m-p/113362/highl... - is this still true for ACT 2012/2013?

 

Was wondering:

1 - Can you create a custom field based on the above with check boxes or drop down

2 - can you copy the status field into this new field so that the new field is has the information already included.

 

Using ACT Premium 2010, will upgrade if needed.

 

 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Status Field for Opportunities

The ability to update the Opportunity status values has not changed, it cannot be done. 

 

For the 2 questions, you may be able to accomplish that with the use of an add-on.  'Automatic Field Calculations' is one possibility - here is a link to the Add-On Store: Sage ACT! Add-ons

Greg Martin
Sage