Hello community How can I differentiate lost opportunities from archived ones? If I use the Lost filter, the archived ones also appear, or vice versa. Is there a filter that allows me to see only the opportunities marked as lost? Thank you! I'am ussing Odoo 10.0-20161103 (Community Edition)
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
3
Replies
5540
Views
Hello,
Opportunity lost or archive has the same meaning in V10. Only one way to distinguish is if you lost the opportunity the probability goes into 0.00 % and active =False and if you manually archive the opportunity(by default field archive not visible) the probability keep as it is and active = False.
So if you want to search manually Archived opportunity then set filter Archived + probability >0 . And for lost opportunity set filter Archived + probability == 0
Hope this may helpful to you.
Hi,
Consider filter LOST. Then add a custom filter : active is True ( that means opportunities which are not archived ).
Thanks
Hi, Ibrahim
Thanks for your help, but unfortunately it did not work. By placing the filter Active: True, it tells me that there is no missed opportunity.
If I only leave the Lost filter, all appear, including the archived ones that were not marked as lost.
Can you think of any other solution?
Thanks again!
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up| Related Posts | Replies | Views | Activity | |
|---|---|---|---|---|
|
1
Mar 15
|
6397 | ||
|
1
Jun 24
|
3676 | ||
|
0
Feb 24
|
534 | ||
|
1
Feb 23
|
2295 | ||
|
2
Dec 22
|
10329 |
Hi Pinakin Nayi!
Perfect! It worked correctly using the probability filter.
Thanks for your great help!