Solve360 Discussion Forums

Ability to “back date” activity items

Jun 02, 2010 05:13pm Ronald Lyncean 258 posts	It appears that we can only schedule things for today or later, particularly in the opportunities activity window. However, what if we’d like to use the window to notate what a contact has previously done business with us? Solve doesn’t seem to have any flexibility there, but this would be such a simple change. You can already choose prior dates, but it just doesn’t select it as the final date “today” is the closest. Do you think we can get this in for the next release? Ronald Lee http://www.elevatedmarketing.ca 604-781-7093 .(JavaScript must be enabled to view this email address) ...follow us on twitter! http://twitter.com/ElevatedMarket

Jun 02, 2010 05:17pm Engineering SpecialOps Administrator 4123 posts	Solve generally lets you backdate activities (including opportunities). What activity(s) are you referring to and from which screen are you trying to change it?

Jun 02, 2010 05:20pm Ronald Lyncean 258 posts	Yes, if you go the opportunities window, create your opportunity, but then try to select a date from two years ago, it doesn’t seem to let you. Can you confirm?

Jun 02, 2010 05:47pm Engineering SpecialOps Administrator 4123 posts	Okay, thanks I see the same. I’ll pass that to the team so we can “open it up”. If you click on the for link to open the page the opportunity is on you can backdate it there now.