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  1. Ananth B. photo
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    How to change Opportunity Status from Open to Closed
    When I use the "Close this component" checkbox I get an error.
  1. Default user photo
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    Viewing complete Pipeline
    I just assigned one of my opportunities to my partner and now my pipeline report does not include it. This is really irritating...
  1. Tom M. photo
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    Can one opportunity have two or more contacts
    Hi, Can anybody please let me know how to link more than one contact to a single opportunity. Thanks in advance, Anuradha
  1. Default user photo
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    Addiding new fields to an opportunity
    Hi, I need to add some new fields to an opportunity such as who the competition is, whether they have budget, etc. From my...
  1. Tom M. photo
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    Help needed to import opportunities from external sources
    Hello all, We are trying to insert opportunities from external sources such as from csv files and database. We couldn't find an...
  1. Default user photo
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    Search for open items lists a couple closed items too?
    Version 3.1, OS Solaris When searching for Open Opportunities (all users, all types, all stages) there are a couple that return in...
  1. Default user photo
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    Activity Access Problem?
    A tricki problem occured to us (3.1, OS, Fedora): User A is a manager to user B. Both of them have a full access to all...
  1. Default user photo
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    Hiding fields in 'excess'
    In some modules (specially the pipeline) there are some fields that my people consider in excess (not applicable to our business)....
  1. Default user photo
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    Lead contact details
    After entering a lead is there any way to view/modify the contact details of that lead without promoting them to a full on...
  1. Graham Bond photo
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    Activity
    Unless I'm missing it, there is nowhere to schedule Activities (e.g. Calls for you team to make etc). You can enter an Activity...
16 results found