05-20-2010 12:04 PM
When creating a quote, I would the opportunity name to automatically be entered into the quote form. When I try to edit the form, "Opportunity Name" is not in the field list. How can I edit the form to include the opportunity name in every quote?
05-21-2010 07:31 AM
Welcome to the Act! Online Community!
When editing the Quote template (Quote.adt) you can only access Contact fields, the Opportunity fields are not available. As a work-around, you could create a new contact field in which to manually add a quote name, and add this new contact field to your Quote template.
If you'd like to submit this as a feature request, it can be done through the Share Your Ideas forum. Once submitted other community members have the ability to add comments and give Kudos.
05-23-2010 04:14 AM
If the built in Quote Template withing ACT doesn't meet your needs, take a look at an Add In Product that will give you this and many more options.
05-26-2010 07:12 PM
We have developed an add-on for ACT! called Opportunity List Plus for ACT!. This add-on has the ability to pull any field from the contact, company, groups and or opportunity table into the quote templates. It also has the ability to design multiple templates and select any one at any time.
You can download the free trial here: http://durkincomputing.com/ACT-Addons-OpportunityListPlus.aspx
-- Jim Durkin