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Thread: Viewing only open Opportunities in List View

  1. #1
    rata is offline Member
    Join Date
    Jul 2006
    Posts
    6

    Question Viewing only open Opportunities in List View

    Is there a way to choose to veiw only open opportunities (not Closed Won or Closed Lost) by default when opportunities are listed in the Opportunities tab. This needs to be the default setting because I don't want to used Advanced search features.

  2. #2
    blueboystudio is offline Junior Member
    Join Date
    Aug 2006
    Posts
    4

    Default Re: Viewing only open Opportunities in List View

    Hi:
    I´m having the same problem, since Open opportunities get lost in the Closed Opps list. I think there sould be a way to "move" closed opportunities to a History folder.

    I hope someone with more experience than me can help.

    Best Regards
    RPW

  3. #3
    gosugar is offline Sugar Community Member
    Join Date
    Jan 2006
    Posts
    108

    Default Re: Viewing only open Opportunities in List View

    Here is the link to the download for the filter for Sugar version 4.5.1!

    http://www.sugarcrm.com/forums/showt...2804#post72804

  4. #4
    M1000S is offline Sugar Community Member
    Join Date
    Sep 2006
    Posts
    21

    Default Re: Viewing only open Opportunities in List View

    You can edit the layout of the search forms the same way you edit the layout of the edit, detail and list views. Just add the status box to the standard search window............. and pick the ones you want to look at............ it remembers the last setting as the default - or reset the default for all users to what you want it to be.

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