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When creating new opportunities an old opportunity is pulled up & the user is prompted to complete the Open Date & Estimated Close Date fields

Copper Contributor
Posts: 83
Country: NZ

When creating new opportunities an old opportunity is pulled up & the user is prompted to complete the Open Date & Estimated Close Date fields

User creates a new opportunity. He gets an error message "One or more errors have been detected. Place your mouse on the red....", it then opens an old opportunity & he has to manually complete the Open Date & Estimated Close Date fields of the old opportunity. The problem doesn't occur on other computers.  Other Act! users on his computer have the problem. The site is currently on Premium 18.2 was upgraded from v6 some years ago. There are 14000+ opportunities most dating back to the v6 days. The user has created his own sales process, renamed the Act sales process, & made all inactive except his custom sales process.

Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: When creating new opportunities an old opportunity is pulled up & the user is prompted to complete the Open Date & Estimated Close Date fi

If it is occurring for old opportunities presumably they are no longer opportunities, why not purge them?  

Graeme Leo
Xact Software - consultants and developers
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Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: When creating new opportunities an old opportunity is pulled up & the user is prompted to complete the Open Date & Estimated Close Date fi

AS this is machine specific I would be tempted to uninstall ACT, Reboot, and do a fresh installation.

Administrator
Posts: 4,024
Country: United_Kingdom

Re: When creating new opportunities an old opportunity is pulled up & the user is prompted to complete the Open Date & Estimated Close Date fi

It could be a layout specific issue. Is the layout being used on the opportunities view a custom one? Could you try using one of the standard ones to see if the issue also occurs then? If the standard ones have been edited, try copying an unedited standard one from another PC.