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View Opportunities

Last post 11-17-2014 4:33 PM by Flyfisher. 2 replies.
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  • 11-17-2014 11:44 AM

    View Opportunities

    Hi All,

    We have recently had some changes in staff at our organization and have added new users but maintained the same total number of subscriptions.  The problem I am running into concerns being able to see the opportunities list from the older employees and transferring those leads to the new employees.  Even though I have set my account up with Administrator priviledges I cannot set up the oppportunities screen to view non-active users.  Help.


  • 11-17-2014 3:51 PM In reply to

    Re: View Opportunities


    Hello flyfisher,

        There are two areas for this question.  One, assigning users to opportunities and lads.  Two, having people view records that are assigned to other users.  You should by default be able to see everyone's records.  You can keep users who leave Active until you transfer items over to a new user.  You license count is based on if the User can sign-in, not if ithe user is active, which is found in the first step of the user edit screeen.

    First, lets look at assigning users to opportunities or leads.  Each opportunity or lead is assigned to a Method user.  You can manually change the user assigned to the opportunity or lead by going to the corresponding edit page.  The only way to mass update the opportunities/leads is to do an import update.  There are instructions here on how to do an import update.  You would be changing the AssignedTo field and SalesRep field for Leads. 

    Second, there are permissions.  You need to be able to share the records correctly.  In the Edit User screen (the path is Customize -> Users -> Edit... -> Step 6 of 10:Access to Shared Records.)  Here you can set how users share records.  There is a blog post explaining how to setup sharing files amongst users.  Could it be an issue with sharing that you are experiencing?  Remember both users need to have the same permissions.  (One must grant permissions to share and the other one must they will share with the first user)


    Greg Bilous
    Community Support Specialist
    Method Integration
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
  • 11-17-2014 4:33 PM In reply to

    Re: View Opportunities


    Thanks for the help.

    Turned out that setting the user to : no sign status and active status resolved my issue.


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