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default view of Open Opportuniteis

Bronze Contributor
Posts: 1,448
Country: USA

default view of Open Opportuniteis



I have begun using opportunities more and more lately. 


My most common view of opportunities is Open | List View | Sorted by company.


Is there any way to set the list view so that the default view is only OPEN?

John Purdy
ACT! Premium V. 18
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: default view of Open Opportuniteis

If set the Status filter to "Open" in the Opportunity List view, this setting should stick each time you go to the list.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.