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by Synimagic
on ‎01-06-2010 08:53 AM
YEs -  and while you are at it, the ability to edit "Estimated Close Date" in teh Opportunity List View - we used to be able to do it in 2009  -- and Durkin's Opportunity add in doesn't work wiht ACT 2010.
by
on ‎01-06-2010 12:02 PM

You can still do that in ACT! 2010, it's just a different process. Since Estimated Close Date is now an Opportunity Field and not just a parameter, you can use the Edit/Replace Data function to edit the data for one field for a lookup of Opportunities. Here are the steps:

- Highlight the Opportunities in the list you want to change the ECD for

- Righ-click on the highlighted group and select Lookup Selected

- On the main menu, go to Edit/Replace Fields

- For the field, select Estimated Close Date, and for the value enter you new date

 

Unlike prior versions of ACT!, this function can now be used in ACT! 2010 with a number of Opportunity fields.

by
on ‎01-10-2010 11:03 AM
Thanks :-))
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