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Rank: Member
Groups: Member
Joined: 3/8/2010
Posts: 21
Points: 30
Location: UK
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New Opportunity will only allow auto numbering if created from within the opportunity list window. Creating new opportunity from within contact view doesn't bring up the auto numbering pop-up box.
When creating and attaching a quotation (document), the quotation is attached to the contact and not the opportunity.
The quote creation action is also not recorded in the opportunity history (but is recorded in the contact history).
Will continue to test.
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Rank: Member
Groups: Member
Joined: 3/8/2010
Posts: 21
Points: 30
Location: UK
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Also in list view, the Company Name shows Contact Name, not Company Name
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Rank: Member
Groups: Member
Joined: 3/8/2010
Posts: 21
Points: 30
Location: UK
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Activity Next date not populated in list view
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Rank: Member
Groups: Member
Joined: 3/8/2010
Posts: 21
Points: 30
Location: UK
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Delete Icon on the toolbar in list view does not delete the opportunity (it asks to confirm deletion Yes/No, but then doesn't delete it)
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Rank: Member
Groups: Member
Joined: 3/8/2010
Posts: 21
Points: 30
Location: UK
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It seems that many of the functions on the Opportunity List toolbar just do not work correctly. There are also issues when trying to customise columns in the list view. As a Beta it is nowhere near usable (I know Beta is unfinished, but this is way off at the moment). I haven't the time to carry out much more testing, so waiting for comments!
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Rank: Administration
Groups: Administration
, Member
Joined: 2/4/2009
Posts: 58
Points: 96
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"New Opportunity will only allow auto numbering if created from within the opportunity list window"
This is a known issue and will be corrected on the beta refresh.
"Also in list view, the Company Name shows Contact Name, not Company Name "
This is a known issue and will be corrected on the beta refresh.
"Delete Icon on the toolbar in list view does not delete the opportunity "
This is a known issue and will be corrected on the beta refresh.
"Activity Next date not populated in list view "
This is abug in ACT and we are waiting to hear back from th ACT Dev team for a workaround.
"When creating and attaching a quotation (document), the quotation is attached to the contact and not the opportunity."
This is a known issue and will be corrected on the beta refresh.
"There are also issues when trying to customise columns in the list view. "
What issuea are you having. We do not have anything reported. Can you give me a step-by-step on how to create the error.
Thanks
OLP Beta Team
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Rank: Member
Groups: Member
Joined: 3/8/2010
Posts: 21
Points: 30
Location: UK
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Right click on column headings in list view (not the toolbar) and then select 'customise columns' - nothing happens. The 'columns' button on the toolbar does work, but when you try to add extra columns ('Columns' - 'Customise columns') from Contacts, nothing is populated in the new column.
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Rank: Member
Groups: Member
Joined: 3/9/2009
Posts: 18
Points: 30
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I have now deleted the beta of Opportunity List Plus. Aside from the issues already stated above, it simply didn't seem to work correctly. It didn't seem like it was doing anything different than ACT alone. This may have been a problem of mine but with three days left in the trial, it didn't seem to make sense to keep the beta on the machine.
This is not meant as an indictment of Durkin or OLP. I use and like most your other products and have really liked OLP in the past. I just didn't seem to be able to get it to do anything and it slowed down ACT.
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