02-17-2012 06:26 AM
I have a question when it comes to exporting our opportunity list to an excel file and the columns to select. I have a field in the contact list page that tells what type of customer we have. I want that field to show on the opportunity list view page so when I export my opportunitities it will show what type of customer they are. Can this be done?
02-17-2012 07:30 PM
We have developed an add-on for ACT which allows you to add any column from the contact table into the opportunity list. Its called Opportunity List Plus v4. You can download a free evaluation at http://www.durkincomputing.com/Download.aspx
This module can be purchases separately or as part of our Impact Suite v4. Learn more about the suite at:
Hope this helps
-- Jim Durkin
02-28-2012 07:47 AM
I have downloaded the trial version of your program. I am in the opportunity list and I can't find the field that is on the contact to import over to the opportunity list. Can you help?