Community
Showing results for 
Search instead for 
Do you mean 
Reply

Opportunity List View - How do I add state column?

New Member
Posts: 3
Country: USA

Opportunity List View - How do I add state column?

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?

 

 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Opportunity List View - How do I add state column?

The oppertunity list view will only show oppertunity table fields. You would need an addon to do what you want.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: USA

Re: Opportunity List View - How do I add state column?

What kind of add on?
Bronze Contributor
Posts: 930
Country: USA

Re: Opportunity List View - How do I add state column?

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.

Signature
New Member
Posts: 3
Country: USA

Re: Opportunity List View - How do I add state column?

Thanks. I'll check it out.