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Edit Opportunities on drop down

New Member
Posts: 2
Country: USA

Edit Opportunities on drop down

We just upgraded to Act! Pro Version 16.0.291.0, Hot Fix 4

It's a private database, and I use Windows 7 Professional

 

When I'm in a client's Detail View and click Add/Remove Opportunities, a dialogue box pops up with two columns - Opportunity Name/Record Manager. You can move opportunities over with the arrow into the "active" box. 

 

I need to edit the selection in the originating box. Some of the choices we don't offer anymore. 

 

Is there a way to just type in the Opportunity rather than select from a list?

 

Thanks - Sandi

Bronze Contributor
Posts: 1,394
Country: USA

Re: Edit Opportunities on drop down

At the top of the box you should see a View box and a Find box.

 

Select Opportunities in the view

 

The find utilizes type ahead.  A word of caution - this search field needs fixing because if you don't type fast enough it completely fills it in before you give it enought specific characters. 

 

This should help you find the the opportunity, though.

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
New Member
Posts: 2
Country: USA

Re: Edit Opportunities on drop down

Thanks, John!