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Opportunities Process/Stages - Limit to List

New Member
Posts: 16
Country: USA

Opportunities Process/Stages - Limit to List

 

We are using Act2010 on Windows XP and Windows 7 machines.  I have been able to do a limit to list for drop-down menus by unchecking the "Allow users to edit items in this list" box in the "Manage drop-down lists" section, but I cannot find this option for Opportunity Process and Stages.  Is there a way to remove the "Edit List Values" option from the Opportunity Process and Stages drop-down lists? 

 

Tony

Moderator
Posts: 719
Country: USA

Re: Opportunities Process/Stages - Limit to List

Unfortunately, there is no way to edit these fields to remove the Edit List values option. The only way to keep users from changing these values is to set the users security roles to Standard. The option will still be there, but when they click it, they will receive a prompt telling them that they do not have proper permissions to change them. For more information on Security Roles, refer to the following Knowledgebase article:

 

http://kb.swiftpage.com/app/answers/detail/a_id/28952

 

 

Elise O'Pry
Swiftpage
Visit our knowledgebase at http://kb.act.com
New Member
Posts: 16
Country: USA

Re: Opportunities Process/Stages - Limit to List

Thanks for the explanation.

 

Tony

Bronze Contributor
Posts: 1,394
Country: USA

Re: Opportunities Process/Stages - Limit to List

I was also frustrated, so I created a new field that did allow the users to select or add to the list.

 

BTW, I've also added:

 

Next Step

Next Step Date

Deal Drivers

Opportunity Strength (Memo)

Opportunity Weakness (Memo)

Threat Strength (Memo)

Threat Weakness (Memo)

 

Then each opportunity affects the customer in one of these Yes/No fields:

Cost Savings

Cost Avoidance

Rick Mitigation

End User Experience

Profitability

John Purdy
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