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Prioritize company name in opportunity list?

Copper Super Contributor
Posts: 109
Country: USA

Prioritize company name in opportunity list?

Hi,

 

Running a forecast.  I have several opportunities that include as "contacts" representatives from both the end customer, and also the system integrator doing the work. 

 

The end customer is buying from me, however when I run the List View in opportunities the SI is listed as the "Company".  This will easily confuse my management. 

 

What Act field is populating the Company name in the List View of opportunities?  

 

How do I ensure the end user is listed as the Company field and not the SI?  

 

Right now I am exporting to Excel and manually correcting it, but this is not reliable.

 

Thanks....Mike

 

 

Nickel Contributor
Posts: 274
Country: Canada

Re: Prioritize company name in opportunity list?

It is the company of the contact associated with the opp.

Gilles Cavin
http://www.exponenciel.com
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Copper Super Contributor
Posts: 109
Country: USA

Re: Prioritize company name in opportunity list?

There are two companies associated with the opportunity.

 

  1. One is the end user buying the equipment.
  2. The other is the system integrator installing it.

 

The SI appears as the "Company" in the opp list view, but the SI is not placing the order with me.  How do I make Act realize which of the two companies assigned to the opp is listed as the "Company" that is placing the order?

 

Mike

 

 

Platinum Elite Contributor
Posts: 6,860
Country: USA

Re: Prioritize company name in opportunity list?

When more than one company is attached to an opportunity they will effectively list in alphabetic order so the first one in alpha order will be the only one listed.
Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Super Contributor
Posts: 109
Country: USA

Re: Prioritize company name in opportunity list?

Thanks Roy, but not the answer, either

Customer starts with a "C", the SI starts with an "S".

The SI shows first.

So, not alphabetical.

Also, the opp was built with the customer first and the SI added a few months later. So it isn't base don which company was attached to the opportunity first, unless it always just defaults to whoever was second?

I've not tried doing this to other opportunities.

Mike
Platinum Elite Contributor
Posts: 6,860
Country: USA

Re: Prioritize company name in opportunity list?

The first thing to understand is that information in the database tables isn't sorted, its in random order. Also the contact information is in a table linked to the opportunity table. My error was thinking all attached contacts would be accessed which iis the case in a report. However in the opportunity list the first attached contact found is the one shown and the fact that there is more than one is indicated by the ellipsis after the contact shown. Either way there isn't any way to specify which one is shown in the opportunity list.
Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Nickel Contributor
Posts: 274
Country: Canada

Re: Prioritize company name in opportunity list?

According to my tests, it is the company of the first contact in alphabetical order of Last Name.

 

Gilles Cavin
http://www.exponenciel.com
Make sure you check our free Act! add-ons!
Create Web forms in seconds and import form results directly into Act! with Automatic Web Forms
check our latest add-on: Better Last Activity Date Tracking