11-20-2008 01:03 PM
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?
11-20-2008 02:35 PM
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.
11-20-2008 02:39 PM
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.
11-20-2008 04:02 PM
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 firstname.lastname@example.org 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.
01-29-2009 05:51 AM
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?
01-29-2009 08:18 AM