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Modifying Opportunity fields and layout?

Tuned Listener
Posts: 35
Country: United States

Modifying Opportunity fields and layout?

Is it possible to modify the User fields for an Opportunity (other than their names)? I'd like to add drop down lists but it doesn't seem like you can. I'm using ACT! 2009.

 

Similar question, can you change the Layout for an Opportunity window like you can for a Contact?

 

Thanks!

Copper Elite Contributor
Posts: 158
Country: Brazil

Re: Modifying Opportunity fields and layout?

Hello Mike,

I´ve been using Opportunity List Plus (from Durkin) for a long time and it is quite good. Stable and allow me to change coluns names, filter, sort.

On screen reports with drill down columns are very nice. I do recommend.

The only thing it is not possible from what I now is to create custom dropdown lists for opportunities.

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE
Copper Elite Contributor
Posts: 158
Country: Brazil

Re: Modifying Opportunity fields and layout?

Mike,

I have just tried. It is possible to "Map fields to a contact table". If field you are mapping has dropdowns you can use in opprtunity form.

Number of mapped fields is limited to ten.

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE
Tuned Listener
Posts: 35
Country: United States

Re: Modifying Opportunity fields and layout?

The Duekin add-in looks nice, but it costs as much as I paid for ACT! so I might have to keep searching for a solution.

 

Thanks for your suggestion!

Copper Elite Contributor
Posts: 158
Country: Brazil

Re: Modifying Opportunity fields and layout?

Mike,

It is possible to add dropdown list in replacement to up to ten user fields.

By the way from what I know it is not possible to attach files in this forum.

You can e-mail me to jorge.macgenity@uol.com.br and I send you images.

Concerning to change Opportuniy layout well what we all have are form to add/edit opps. The Opportunity tab can be customised.

Feel free to contact me if you need additional hints.

Thanks!

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE
New Member
Posts: 2
Country: Australia

Re: Modifying Opportunity fields and layout?

Hi I'm new to the forum, I hope you can help me out as I think my problem is similar to this topic.

 

I'm using ACT! 2008, I can modified the user field in the opportunity tab, it the data type is grey out, is there anyway I can modifiy it?

 

Thanks

 

Lucia

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Modifying Opportunity fields and layout?

That is related to the type and version of ACT! you are using. With ACT! 2008 or 2009 Premium, those fields data type can be changed, I'm not sure about the standard version.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: Australia

Re: Modifying Opportunity fields and layout?

Thanks for your help.