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Changes in opportunity screen

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New Member
Posts: 26
Country: Egypt
Accepted Solution

Changes in opportunity screen

Dear All

 

I want to know the availability to personalize the columns in opportunity area (add or remove columns), if so how?


Accepted Solutions
Solution
Accepted by topic author enjyshahin
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Changes in opportunity screen

What you want would require adding fields to the opportunity table and that is not an option with the ACT! program. However, version 10.0.2 does allow adding additional one-to-many tables to an ACT! database via the SDK.

Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com

View solution in original post


All Replies
New Member
Posts: 26
Country: Egypt

Re: Changes in opportunity screen

Can anyone help in this? 
New Member
Posts: 2
Country: USA

Re: Changes in opportunity screen

I learned how to do that last week. 

 

First, customize one or all of the 8 available opportunity user fields while on the server (Use Tools - define fields).  You can't do it from a remote database.  

 

Then, go to the opportunity list and click the options drop-down button in the far upper-right corner.  Add the fields you want to use as columns. 

 

Troy

New Member
Posts: 26
Country: Egypt

Re: Changes in opportunity screen

Thanks alot

 

But I want to know how can I add these fields to opportunity add/edit screen

Solution
Accepted by topic author enjyshahin
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Changes in opportunity screen

What you want would require adding fields to the opportunity table and that is not an option with the ACT! program. However, version 10.0.2 does allow adding additional one-to-many tables to an ACT! database via the SDK.

Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com