12-23-2009 03:27 PM
12-29-2009 02:10 PM
Unfortunately there is not a way to apply a Group filter to the Opportunity List, but there are a couple of ways you can get this information:
- In the Opportunity List, add the Associated With column, sort by that column and find the Group or Groups you are looking for. You can then highlight these Opprtunities, right-click on your selection, and choose Lookup Selected.
- Do a lookup for a Group, go to that Groups "Opportunities" tab, and change the Show For value under that tab to "Group". This will show the Opportunities associated with that Group.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
04-10-2010 05:48 AM
You'll want to view your group-associated tasks directly in the Groups view. In the Groups View, select the Group, click the Activities tab, and change the "Show for" filter to "Group." This will display a list of tasks that were associated with this Group.