09-04-2013 03:41 PM
I have been trying to figure out how to add a column for state (and city if possible) in the list view for opportunities. However when I try to customize columns, I can't get into any of the contact fields to add them. Surely someone else has tried to do this before!
What I am wanting to do is to be able to look at a list and export the columns into excel so that I can show how my opportunities are doing by state. My opportunities are not traditional sales opportunities, but are customized for the non-profit and are program related.
Any help out there?
09-04-2013 03:57 PM
The oppertunity list view will only show oppertunity table fields. You would need an addon to do what you want.
09-04-2013 05:31 PM
Unfortunately, you can't add State and similar fields into the Opportunity List. But, using an addon, like Durkin's Impact Suite (http://www.durkincomputing.com/) you can do that and much, much more. Well worth the investment.