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Company Name Not Showing on Opportunity LIst Screen

RJS
Copper Contributor
Posts: 28
Country: USA

Company Name Not Showing on Opportunity LIst Screen

[ Edited ]

If I create an opportunity first, then try to link//add a company and contact after, it shows up on the opportunity detail page and company tab of that page, but not on the opportunity list page? The company field heading is there but the field in blank within the list. I have all filters set to all.

 

If I create a company and contact first then create the opportunity from the contact detail page, it shows on the opportunity list page under the company field heading.

Rob
RobJSinger.com
Moderator
Posts: 719
Country: USA

Re: Company Name Not Showing on Opportunity LIst Screen

What version of Act! are you using? Have you tried this in the demo, and if so, is it the same result or does it work as expected?
Elise O'Pry
Swiftpage
Visit our knowledgebase at http://kb.act.com
RJS
Copper Contributor
Posts: 28
Country: USA

Re: Company Name Not Showing on Opportunity LIst Screen

Today it is working correctly although last week it did not.

No more assistance needed here.

Rob
RobJSinger.com