Solve360 Discussion Forums

Filter for “opporunties managed by” screen

Mar 08, 2010 07:12pm korndog Enthusiast 12 posts	We just started using solve360 and its great. We do have one request. We have some custom fields for revenue opportunities. We would love to be able to sort the “opportunities managed by” report in the activities dashboard by one of these custom fields. Right now they are organized by projected close date. We would love to see that sorted by one of our custom fields instead. At the very least, it would be great to sort these opportunities by something besides projected close data like by status.

Mar 09, 2010 01:32am dave@vm Lyncean 727 posts	korndog - Mar 08, 2010 07:12pm At the very least, it would be great to sort these opportunities by something besides projected close data like by status. Not sure if you saw this, but you can filter by the standard fields for an opportunity. Does that answer the above requirement? And you can just click on any of the columns in the report to sort by Status, Stage, Prob, etc Image Attachments Click thumbnail to see full-size image

Mar 09, 2010 09:25am Engineering SpecialOps Administrator 3952 posts	The addition of custom fields for activities is fairly recent and we are starting to weave them through the various reports. The very next step, scheduled for release in only a few days, is to provide the custom fields in the Data > Export this list option. Although it’s only an export it will provide the data and control you need right away.