Method:Classic General Q&A

Re: Opportunity Stage Order Not Working as Expected

Anonymous — Mon, 07 May 2012 21:05:39 GMT

d.weigle:
Then what is the purpose of the Stage Order field?

This is only used when sorting on a grid layout. Drop down sort orders are limited by A > Z sorting only.

Re: Opportunity Stage Order Not Working as Expected

d.weigle — Mon, 07 May 2012 20:57:29 GMT

Then what is the purpose of the Stage Order field?

Re: Opportunity Stage Order Not Working as Expected

Anonymous — Mon, 07 May 2012 20:40:00 GMT

d.weigle:
Any suggestions?

By default, drop downs are sorted alphabetically based on the main field it displays. This request is on the feature request list but there is no ETA on it right now. The best solution would be to rename your OpportunityStageName to include a number, e.g. "1. Prospecting".

Opportunity Stage Order Not Working as Expected

d.weigle — Mon, 07 May 2012 18:56:09 GMT

I'm editing my existing opportunity stages on the New/Edit Opportunities screen. I'm setting a numeric value in the Stage Order field so that the stages will appear in the order I want them. But regardless of how I set the numeric, the Stages appear on the dropdown in alphabetical order. Any suggestions?