09-09-2008 02:43 PM
As a small fundraising consulting business owner, I have tried to tailor the opportunity function in ACT! 2007 for my specific business needs with limited success.
In “Opportunity list” view, I would like to see: Company name, contact, product names!, opp. name, assoc. with, open date, stage (and ideally state and city)
Problem 1: I want to see different products names all at once in opportunity list view. Company 1 has product name X,Y and Z. It is very important that I can see at a glance Company 1 has X-Y-Z vs. Company 2 has W-X-Z, while at the same time understanding with whom they are associated and the contact person....
Problem 2: In opportunity list view, I do not see capability of sorting all opportunities within one stage by the various "product name" (s) alphabetically.
What are my alternatives?
If I export "opportunity list view" columns to Excel, I do not see multiple products per company, thus Excel only displays first product name of drop down menu and I cannot seem to sort according to 2nd or 3rd product name in Excel.
Could I add a "product name" column to the "look up contact view"? But I also would need to keep the "associated with" column.
Instead of using the product field, could I add an interest field to the opportunity view? If so, can I sort by 2nd or 3rd interest, or see all interests at once.
What I would like is the view as if I use "user" field of the contact view, where I can make a drop down menu, and see different choices at one. – Can I add this user Field and drop down menu (from the contact view) in the opportunity list view?
I tried using queries but that did not seem to work well either.
09-09-2008 02:56 PM
06-02-2009 09:07 AM
06-02-2009 09:15 AM
06-02-2009 09:16 AM
06-02-2009 09:26 AM
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06-02-2009 10:13 AM
Month Product A Product B
Jan $250 $255
Feb $125 $128
Mar $325 $332
Apr $275 $281
May $190 $194
Jun $250 $255
Jul $125 $128
This is what I am talking about. It seems like very useful information to me. If your costs and margins are different for each product it would seem that this is critical information which is captured within ACT but it cannot be easily reported out of ACT at least as far as I can see. I am running ACT 2005 Premium for Workgroups. I love ACT but this is killing me. Every month we need to see this data per product and the process to report is very time consuming. Help Please!!
06-02-2009 10:23 AM