10-31-2012 05:17 AM
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?
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.
10-31-2012 06:58 AM
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