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Opportunity List view field question

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Master Commentator
Posts: 287
Country: USA
Accepted Solution

Opportunity List view field question

Hi,

 

In ACT 2009, the Product Name field was on the opportunity list view. It has since been removed.

so far I haven't been able to find a way to add it back to the view in ACT 2011.

I think it may be because the product fields are now in a different table from the opportunity fields.

Any suggestions would be greatly appreciated.

 

Thank you

Tracy

 


Accepted Solutions
Solution
Accepted by topic author training2go
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Opportunity List view field question

In Act! 2011, on the Opportunities List view - you can use the Options > Customize Columns (or View menu > Customize Columns) option and add the field 'Products'.  This will show the Product Name (or 'Product Name...' for multiple entries). 

Greg Martin
Sage

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All Replies
Solution
Accepted by topic author training2go
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Opportunity List view field question

In Act! 2011, on the Opportunities List view - you can use the Options > Customize Columns (or View menu > Customize Columns) option and add the field 'Products'.  This will show the Product Name (or 'Product Name...' for multiple entries). 

Greg Martin
Sage
Master Commentator
Posts: 287
Country: USA

Re: Opportunity List view field question

Thank you Greg.