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Thread: Archiving opportunities

  1. #1
    ElgertS is offline Sugar Community Member
    Join Date
    Dec 1969
    Posts
    92

    Default Archiving opportunities

    Is there a way to archive opportunities? I would like to not see the long list of historical ones that go back several years, but don't really want to delete them permanently.

  2. #2
    mycrmspaceclemens is offline Sugar Community Member
    Join Date
    Oct 2006
    Posts
    135

    Default Re: Archiving opportunities

    Hi,

    Currently there is no archieving in the sense that you can put the records into an archive table but you could set a filter for the sales stages that you would like to see and save that filter. Look for "advanced search" and "saved search and layout" in the list view.

    Hope this helps
    MyCRM GmbH
    Systems Integration | Development | Hosting
    http://www.mycrm.de

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