08-01-2008 08:29 AM
I looked over the feature tour "opportunity tracking" and I noticed one of the columns was a drop down list. That is what I would like to have and I am not able to find anything (so far) about how to do this. Can anyone help me with this or point in the right direction for assistance?
ACT 2007/ver 9.0
08-01-2008 11:44 AM
To use a new drop-down list with a field, you must create the list first. Enter the items in the list and then you will import the list.
Tools menu, click Define Fields. In the List Tasks box, click Create drop-down list. Name the list and click Next. In the List Tasks box, click Import drop-down list items. Once the Import List Items dialog box appears, click Browse, locate the file you created with your list and then click Open. The Append imported items option is selected by default, uncheck the box. Click Import.
08-01-2008 03:51 PM
Thank you for offering a solution to this post. It's good to see a new member actively contributing to the community!
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
08-02-2008 05:52 AM - edited 08-02-2008 05:53 AM
Does anyone know how to create a dropdown list for the new "Opportunity Name" field? It is the top field that by default says "New Opportunity". I want to use that as a sort field in opportunity reports and want the options to be controlled.
Have any other suggestions? User fields are on the next tab and less accessible as a user is doing a quick opportunity... Therefore less like to fill ouit.