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Adrian Pearmund a posé une question dans #Reports & Dashboards
Having customised my list filters in 'Opportunities' (eg. Project Name, Client and Agency), when opening a new opportunity, none of the newly customised filters are present to allow data entry. Only the template filters such as Probability and Close Date are shown.

 

How can I add in the data I want shown?

 

 
3 réponses
  1. 30 mai 2017, 15:32
    The Opportunity Infomation only allows for limited inputs whereas the filters I would like to be shown in the Opportunities section as shown include different filtersThe filters available to input data into when selecting 'New Opportunity'

     

    The Opportunity Infomation only allows for limited inputs whereas the filters I would like to be shown in the Opportunities section as shown include different filters
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