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Opportunity List Filtering

Copper Contributor
Posts: 57
Country: Canada

Opportunity List Filtering

Is it possible to produce opportunity lists by other filters?  Lets say by who refered the lead, or in combination with the ID/Status?



Posts: 4,395
Country: USA

Re: Opportunity List Filtering

You will only be able to sort/filter the opportunity list by opportunity fields.


If you want to sort/filter by contact fields (ID/Status),  you may want to take a look at Opportunity List Plus.

New Member
Posts: 14
Country: USA

Re: Opportunity List Filtering

You're supposed to be able to, but when I try I get a nasty looking error dialog.


From the LookUp menu, choose Opportunities, Other Fields, Referred By.


When I lookup "all" opportunities, I get the opportunity list. But when I try to limit the list, I get "SystemObjectDisposedException: Cannot access disposed object" followed by a long list of items that begin "at System.Windows..." or "at Act.Shared...