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Thread: Howto view all info by user?

  1. #1
    remids is offline Junior Member
    Join Date
    Feb 2006
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    Default Howto view all info by user?

    Just wondering if anyone has any suggestions...

    Is there any way on the home page to view all currently open items? (Rather than, for example, the Top 5 opportunities only.) There doesn't appear to be an easy way for me to track my currently open opportunities and ensure that I'm spending time pursuing all; I only see the top 5 by value on the home page, and the opportunities page currently has a list of 40 - hard to sort through, and will only get worse with time.

    I've looked for a system setting that would allow me to change the number of opportunities displayed, but haven't found one.

    (For that matter, I only actually realized that it was the top 5 by value displayed this morning; it isn't obvious by looking at the section title that you're only looking at the top 5, sorted by value, until I started looking closely at what was and wasn't appearing.)

    Thoughts?

    Remi.

  2. #2
    kbrill's Avatar
    kbrill is offline SugarCRM PS Engineer
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    Default Re: Howto view all info by user?

    I havent given it much thought but could'nt you just go to the Opportunities page and check the 'Only My Items' checkbox to see all of your open opportunities?
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  3. #3
    kpit's Avatar
    kpit is offline A Sugar Hero | Help Forum Moderator
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    Dec 2005
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    Default Re: Howto view all info by user?

    Yes. fact is you can always edit the php files to change anything you like.

    edit: modules/Opportunities/ListViewTop.php
    find: $ListView->setQuery($where, 5, "amount DESC", "OPPORTUNITY", false);
    change to: $ListView->setQuery($where, 10, "amount DESC", "OPPORTUNITY", false);

    You can set it to any number you want. but be warned about elevator pages that make you scroll alot. The home is ment to be a summary the details are ment to be seen in the module itself.

    The alternative is to Click on the Opportunity tab check the Only my items checkbox that will show you all assigned to you. Also in advance search you can select any user or users.


    Cheers,

    Max

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