Change the view for opportunities.

[clairmoore99]

I have been asked to set the view in the opportunities portion of the program so that only live opportunities show. At the moment every opportunity whether open or closed is shown and this makes finding what they want hard work. Is there anyway of setting this so only the open/live opportunities show??

Your help would be much appreciated.

Many thanks
Clair.

[kbrill]

Without actually changing the code you could just set up a saved search that brings up the results you want.

If that doesnt work for you then my 'code changing' suggestion would be to edit the opportunity.php file and edit the function "create_list_query"

You could add code to the where clause to only get the statuses that you want.

something like this around line 163

             $where_auto = "
            ($this->rel_account_table.deleted is null OR $this->rel_account_table.deleted=0)
            AND (accounts.deleted is null OR accounts.deleted=0)  
            AND opportunities.deleted=0 AND opportunities.sales_stage in ('Prospecting','Qualification','Needs Analysis','Value Proposition','Id. Decision Makers','Perception Analysis','Proposal/Price Quote','Negotiation/Review')";