That’s great, was going to be doing this with custom fields. The activity report for opportunities is exactly what I was looking for also. Great work, am now convinced.

Another EXCELLENT addition everyone!

I am already utilizing the opportunities feature and I have a couple of thoughts - would it be possible to define our own status choices in the drop down box?

Here is why I ask: I have previously developed a pipeline status system for our company that I currently use along with our design and proposal software.  In the future, I intend to use the API to link the proposal software with Solve360.  For now, I would just like to make the pipeline status on each match to eliminate confusion.  Perhaps, there could be a check box to denote whether the note field is visible or not (like the “we won” or “we lost” status).  I use the status of a project to determine the time necessary to complete it. I currently use the word “Status” rather than “Stage” to define the part of the pipeline that the project is in.  Any way to make this an editable field too?

Another request - is there any plan to add a “Total” field in the Activity dashboard?  For example, a user could quickly filter down to the opportunities to be viewed and see a total dollar amount at the bottom of the page.

Thanks again - this is a powerful new feature!

Thanks for the feedback and tips Chip.

We are on the same page about adding a summary of totals in the Activity Dashboard report.

Also, how can I edit the currencies? we work in a variety of Asian currencies as well as USD. Thanks

BrianJAnderson - Apr 21, 2009 12:34am

Also, how can I edit the currencies? we work in a variety of Asian currencies as well as USD. Thanks

Which ones would you like to see added to the list?

Right now we need THB (Thai Baht), SGD (Singapore Dollars) and MYR (Malaysian Ringit)... if you are doing totals will you be using exchange rate service to automate this? The problem I see with that is that we use a standard exchange rate which we fix monthly, this ensures that all numbers agree between different forms and applications.

In fact, it occurs to me that multi-currency totals with a fixed exchange rate across the system may not work at all as your totals would be changing continually as you updated the rates. This would throw the numbers off in comparison to our accounting package which maintains the figure as it was originally inputted, with the original exchange rate. Perhaps each opportunity would need a different exchange rate, but then you would need to define a ‘reporting currency’ to compare against.

What are your plans in solving the multi-currency totals?

Thanks for this.  We’ll look at adding additional currecy options in the dropdown.

Our intention was to summarize the currencies but not convert them to a common currency.

Also, when will you enable data export for the opportunity list, will need that to run monthly reports. Thanks.

BrianJAnderson - Apr 22, 2009 06:07pm

Also, when will you enable data export for the opportunity list, will need that to run monthly reports. Thanks.

It’s on the list but there is currently no firm eta on when it will be released.

this is an excellent feature!

for freelancers, could there be a per-week interval in between days and months?

or would it be better to just do a decimal of a month ie 2 weeks = .5 months.

adrian - Apr 27, 2009 06:24am

could there be a per-week interval in between days and months?

Sure, you will see Week(s) added on the next update.  Thanks for the tip.  BTW You can use .5 to represent 1/2 a month.

This is great. I second the thought on having custom status fields.

It also needs its own page in the Workbook - Manage Opportunities.

TB - Apr 27, 2009 01:22pm

It also needs its own page in the Workbook - Manage Opportunities.

Do you mean “Activities Dashboard, Show opportunities managed by…“ or something different?

It should be its own page. As in a “Manage Opportunities blog” where one can see and update all Opportunities. I guess it is the same or really similar to the existing blog. It most CRMs this is like an Opportunity blog pre-sale. Post-sale it would become the Project Management blog (this is missing from most CRMs).

I can’t even figure out now how to Show Opportunities. Is there a sort for that?

“Workspace, Activities Dashboard, Show opportunities managed by…“ is the single page to view all opportunities (of all statues e.g. won, lost, in progress, on hold etc).  All opportunities can be filtered and updated from this view page.

Can you create a couple opportunities and then opened this page (click refresh view).  Does this help?

Thanks - I found it. I still think it warrants it’s own page. Opportunities aren’t really Activities. It would be the epicenter of our Solve360 as it would be for any CRM used for sales/marketing.

BrianJAnderson - Apr 21, 2009 06:32pm

Right now we need THB (Thai Baht), SGD (Singapore Dollars) and MYR (Malaysian Ringit).

We added many new secondary currencies today (including the ones you suggested).  You just need to relogin to see the update.

awesome, many thanks!

I find that the addition of a Title for the Opportunity would be welcome… This is due to our need to track Proposal codes. I understand that many users will not be using Proposal codes or id’s so would it be an improvement to keep the description, but add in title above it? then we could use the title as the Proposal ID, while also including real descriptive proposal information.