08-02-2013 06:45 AM - edited 08-02-2013 06:50 AM
Hello,
Is it possible to add the column "Country" to the Opportunites List View? When I click on "Options -> Customise Columns" it doesnt give me the option to add Country.
Is it possible to get that field in there? I am hoping so.
I have attached an image to show you the view I have.
Cheers in advance
Gary
08-02-2013 07:14 AM
08-02-2013 09:08 AM
Gary,
You did not say what version of Act! you were working with, and although you cannot load field data into the column, you can add the country field to your Opportunity form and then that field will show on your 'Customize columns' pick screen. If you enter data in that field on the Opportunity detail, you will then see the data in the list view. This will not show data in the field unless the user enters it on the Opportunity detail. To better assist entering data in that field, you CAN add the Country field to the contact tab on the Opportunity so the data from the contact record will show. But it will only show on the contact TAB on the Opportunity DETAIL view.
Is a simplistic workaround, if you don't have or want the addon like Impact V5.