Community
Showing results for 
Search instead for 
Do you mean 
Reply

Filters don't appear to work on My Opportunities

Accepted Solution Solved
Copper Contributor
Posts: 27
Country: Australia
Accepted Solution

Filters don't appear to work on My Opportunities

I am evaluating ACT! 2009 using the trial version.

 

I created a new oportunity process called "consulting".

 

In the dashboard, I filter "my opporunities" by the process "consulting"and I still see all the opportunity stages for all thedifferent opportunity processes.

 

Similarly for the opportunity pipeline by stage.

 

How do I get the opportunities to filter by process (show only the stages relevant to that opportunity process) in the dashboard?

 

 


Accepted Solutions
Solution
Accepted by topic author lmackinnon
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 122
Country: United Kingdom

Re: Filters don't appear to work on My Opportunities

We have experienced this too - it's a known bug and apparently due for release early 2009 in a patch?

 

Hope this helps

 

Andy

Andy Kent
Angel Solutions (UK and NZ)
www.angelsolutions.co.uk

View solution in original post


All Replies
Solution
Accepted by topic author lmackinnon
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 122
Country: United Kingdom

Re: Filters don't appear to work on My Opportunities

We have experienced this too - it's a known bug and apparently due for release early 2009 in a patch?

 

Hope this helps

 

Andy

Andy Kent
Angel Solutions (UK and NZ)
www.angelsolutions.co.uk