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Filter Opportunity in ACT Standard 2010

Copper Contributor
Posts: 63
Country: USA

Filter Opportunity in ACT Standard 2010

I converted a ACT database from ACT 2009 Premium to ACT 2010 Standard

 

When I try to filter a list of opportunities I can not filter the Status or the Stage.  The Status is listed as ALL and the Stage is None.  There is no drop down menu to allow other filters in these two areas.  

 

If I look at a single opportunity the filters are there but not when done as a list

 

I  want to view by a date range and by "Open" status and by stage = Bids.  I could do this in my ACT V2009 Premium.

 

Any suggestions   Thanks!

 

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Filter Opportunity in ACT Standard 2010

You will need to select a specific process in the Process filter in order to select a Stage filter, since the stages are specific to the processes. The Date filter refers to the Estimated Close Date.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.