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archiving opportunities

By
Jad Tabet
on 4/14/13, 6:23 AM 2,172 views

Hello,

Is their a way to archive opportunities. we started using 6.1 in 2012, now we upgraded to 7.0. I want to archive all the opportunities we have one/lost in 2012 so it doesn't show by default. Is it possible without any customization.

if I want to customize we will add a check box called archive. whenever we want to archive we will edit the opportunity and archive it. but how to modify the default view to filter out the archived opportunities?

regards,

the objective is to remove the lost/won opportunities of 2012 from the default view. we have added an archive button to the form view, now we ened to modify the default filters .

Libatelqa, Jad Tabet
on 4/14/13, 7:22 AM
0
Wolfgang Taferner
On 4/15/13, 3:59 AM

Hi, You may create an "Advanced filter" in combination with existing filters, groups, etc. and then use "Save current filter" and share it among all users.

Afterwards, enter the debug mode and choose "Manage Filters" - there you can check the default filter checkbox for the created filter. Straight forward and within the GUI.

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Asked: 4/14/13, 6:23 AM
Seen: 2172 times
Last updated: 3/16/15, 8:10 AM