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Opportunity Default List View

Bronze Contributor
Posts: 1,393
Country: USA

Opportunity Default List View

ACT 2010 (Beta)

 

Is there a way to set the default opportunity list view to show just open opportunities each time? 

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Opportunity Default List View

On the final version it goes by the opportunity filter settings.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Contributor
Posts: 1,393
Country: USA

Re: Opportunity Default List View

I know about the opportunity filter boxes.  My question is if there is a way to select only "open" for example as the default display when the opportunity list is selected.

 

Are you saying that Act remembers what boxes were checked from the last display?

 

Thanks for your help, Roy.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Opportunity Default List View

Yes
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 6
Country: United Kingdom

Re: Opportunity Default List View

I'm also having this problem.

 

Everytime I click the opportunity Tab, I always have to change the filter settings to Open - it doesn't seem to remember my previous view, just reverts back to showing Open, Closed - Won, Closed - Lost, and Inactive.

 

How do I set it so it defaults to just showing Open opportunities?