Discussion Forums

opportunities managed by - selection criteria

 
Sentinel
35 posts

we are selling various product types - which we have tagged.
There seems to be no additional selection criteria like tags or custom fields?
The main sort is time, is that changeable to tag or assigned to?

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Administrator
4121 posts

The filter in the toolbar does allow filtering by tags (AND and OR), and custom fields.  You can also switch to a horizontal view to show an expanded view of the fields (including the custom ones), click on the field header to sort by them.

Sentinel
35 posts

Sorry for missleading - I meant the activities workspace

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Administrator
4121 posts

Ah, got it now.  We’re thinking of adding a filter by tags option to the Activities Dashboard, Next Actions report.  Sounds like you’d vote that one up the list.

Sentinel
35 posts

Where do I get access to “the list”?

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Administrator
4121 posts

It’s managed internally.

Sentinel
35 posts

Was just trying grin

Thanks

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Administrator
4121 posts

Yep, all of that info is extremely top secret; except of course for the snips that slip out now and then here on the forums wink

Sentinel
35 posts

How do I export the data to prepare reports outside the application in the meantime? The xml files do not contain the opportunity data…

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Lyncean
354 posts

hey stefan, I believe that we should see an update to Solve here in the near future with a lot of export / custom possibilities. At least that’s what a little bird told me.

Sentinel
35 posts

Bon jour Adrian, are there other possibilites to download data from solve360? Merci