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Set default views for opportunities, or add user 'related tasks"

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Copper Contributor
Posts: 52
Country: France
Accepted Solution

Set default views for opportunities, or add user 'related tasks"

I'm using Act11 premium - I'm in sales, so my most common task is to look at open opportunities.  How can I set this as my default view?

 

The setting is sticky - so if I click the opportunities tab, it opens list view of my last configuration (open opps). However, if I then click on detail view to check something out, how do I go back to list view of open. If I hit the 'back' button, it shows list view of ALL opps and I then have to reset the filter.

 

Is there anyway of adding my own custom 'related topic' link with filters pre-set? I find I spend half my day resetting view filters !

 

Thanks for any advice !


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Solution
Accepted by topic author boss_hogg
‎09-25-2015 03:20 AM
Nickel Super Contributor
Posts: 2,486
Country: USA

Re: Set default views for opportunities, or add user 'related tasks"

You could probably get the information you want by using the dashboards (look on the nav bar on the left side of your screen).  These can be customized as well to include your top 10 opportunities, your rep's top ten, all that are pending closes for the current month, etc.  Any ACT! Certified Consultant would be glad to help you if you need it.  Brenda

Brenda Dixon
ACT! Certified Consultant
Dixon Consulting Solutions
404-405-4116
brenda@dixonconsultingsolutions.com
www.dixonconsultingsolutions.com
www.GoToAssist.com/sb/dixon (FOR SUPPORT)

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Solution
Accepted by topic author boss_hogg
‎09-25-2015 03:20 AM
Nickel Super Contributor
Posts: 2,486
Country: USA

Re: Set default views for opportunities, or add user 'related tasks"

You could probably get the information you want by using the dashboards (look on the nav bar on the left side of your screen).  These can be customized as well to include your top 10 opportunities, your rep's top ten, all that are pending closes for the current month, etc.  Any ACT! Certified Consultant would be glad to help you if you need it.  Brenda

Brenda Dixon
ACT! Certified Consultant
Dixon Consulting Solutions
404-405-4116
brenda@dixonconsultingsolutions.com
www.dixonconsultingsolutions.com
www.GoToAssist.com/sb/dixon (FOR SUPPORT)
Copper Contributor
Posts: 52
Country: France

Re: Set default views for opportunities, or add user 'related tasks"

good call !   Simple really, but i never thought of it !

Nickel Contributor
Posts: 231
Country: Canada

Re: Set default views for opportunities, or add user 'related tasks"

You might also want to take a look at our ACT! Listview Manager add-on at

http://www.exponenciel.com/actaddons/actaddon.aspx?ID=109

It was designed exactly for that purpose.

 

Gilles Cavin

http://www.exponenciel.com

 

Gilles Cavin
http://www.exponenciel.com
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