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Opportunity Stage Order Not Working as Expected

Last post 05-07-2012 4:05 PM by Anonymous. 3 replies.
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  • 05-07-2012 1:56 PM

    Opportunity Stage Order Not Working as Expected

    Reply Contact

    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?

  • 05-07-2012 3:40 PM In reply to

    Re: Opportunity Stage Order Not Working as Expected

    Answer
    Reply Contact

    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".

    ~C

  • 05-07-2012 3:57 PM In reply to

    Re: Opportunity Stage Order Not Working as Expected

    Reply Contact

     Then what is the purpose of the Stage Order field?

  • 05-07-2012 4:05 PM In reply to

    Re: Opportunity Stage Order Not Working as Expected

    Reply Contact

    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.

    ~C
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