We have created a custom field in ACT that we have labeled Last Order Date. We would like for this field to automatically update once an opportunity is closed won. Is it possible to have this field update with the acutal close date or is there a field in ACT that updates once closed won? We want to use this as a way to sort our information.
This is not possible without some custom programming as I am not aware of an addon out there that does it from the Opportunities. Why not when you close the opportunity us the Opportunity List and customise the colums to view the open,, Closed and you can add the date field in here as a way to sort the data
Paul Buchtmann firstname.lastname@example.org Australia Australia's First ACT Consultant (1989)
FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
We are looking to use the last order date field to sort opportunities and be able to change the saleperson on each. After a certain amount of months of trying to contact a customer to make another sale we would like to change them to direct mail only. This would help us to be able to prospect more customers and not continue calling someone who is not on a regualr buying cycle.