05-25-2012 04:52 AM
I have a client who wants to be able to amend the probability field manually for an opportunity and not have this updated when the stage is changed.
Would be grateful of any suggestions how / if this can be done.
Centurion Management Systems
05-25-2012 08:17 AM
That is built into the program and there is no preference setting.
08-27-2012 07:17 AM
This is a very big problem with Act for me. We update the stage often and if we miss the probability defaulting back to ZERO it causes big problems with forecasting. Is there any fix at all?
08-28-2012 12:36 PM
Just kind of thinking out loud - not sure if it could work - but...
I know there are some plugins around that can trigger a "pop-up" based upon certain data in a field.
There was an addon - Smart Notes I think it was - that could do this on contact records...
It might work on oppty records too, not sure, but it is worth a look.
Topline Designed could be scripted to do this too, although it is probably overkill for just that one function.
Another alternative is not real time, but perhaps you could build an "exception" report that would list all open oppties that have a probability of 0...
Don't recall which version of ACT! you said you had, but if 2010 or later, you could build a custom dash to do this too - or use Topline Dash.