Search results by user ID 4362

Re: New User Role & Tab

Cindy Murphy — Wed, 29 Sep 2010 16:22:25 GMT

Hi Amanda, I did a lot more work on this tab and have been using the webinars to walk me through a lot of the nuances of defining this role and it's access.

Last week, we used the admin access to log in to method and to my surprise all the changes I made to what I thought was our new role were in our access as well, i.e. I hid the customer list in the new role.

Can you offer some insight as to why these changes were not made just to the new role/access?

Thanks!
Cindy

Re: Opportunity Report

Cindy Murphy — Wed, 18 Aug 2010 13:03:13 GMT

Hi again! OK, so I tried moving the fields into the detail section; no change in the report. However, maybe I need to further understand the difference in the 2 sections. I'm going to look into that.

The 'Filter String Editor' can be found in the report designer. If you click outside the report, look under Properties, Data, Filter String. When you click Filter String, the pop up is titled Filter String Editor.

Unfortunately an Excel download isn't the best option for us. Our work is mostly field work, and we need this information at our fingertips. I added a button to the Opp Screen in our Sales Tab so it's easy for us to get to the report. Being a green company, we do not print at all. That's why I chose the report and the button.

Cindy

Re: Opportunity Report

Cindy Murphy — Thu, 05 Aug 2010 15:00:08 GMT

Hi Amanda, I did watch the webinar. I'm not sure it applies directly. When I tried to follow the direct line, only 1 lead, who is already a customer came up.

Here's what I put together:

Sections are Report Header; Page Header; Group Header 1: Customer, Opp Stage, Phone # and Desc; Detail: Assign To, Act.Opp.Act.Opp.duedatestart .actstatus .acttype .comments.

Filter String Editor reads: AND [OppStage] does not contain Closed and [CreatedDate] is >= 1/1/2010

I used the tables: Activity, Company and Opportunity.

I want this report to show ALL our Leads/Opportunities and ALL the activities assoicated with them.

Let me know what you find.

Thanks!

Cindy

Re: Opportunity Report

Cindy Murphy — Thu, 22 Jul 2010 16:35:47 GMT

Hi Amanda, I have watched the webinars multiple times, but I'm going to watch it again to see if I can resolve before I answer your questions. I'll get back to you. Thanks!

Re: Customer Tab

Cindy Murphy — Wed, 21 Jul 2010 14:53:01 GMT

Thanks Ryan. I did find that option and did that. My issue is that the filter will still allow the user to see accounts that are not there's. I'm writing conditional statements for each screen because that seems to be the only way to limit the user to seeing only those accounts assigned to them. I'm wondering if there is a more universal way to do this other than item by item.

Re: Opportunity Report

Cindy Murphy — Wed, 21 Jul 2010 14:49:52 GMT

OK, let me start over because I don't think I'm being clear. We use the Sales Center for Opportunities. For each Opportunity, we set up activities to follow up. This could include a phone call, an email, or mailing information. These activities all have follow updates &comments on them. This is the report I set up using the Report Designer.

If I run the report today and Lead A has 1 activity, the report pulls correctly. Next week, when I run the report and we have added in another activity, it is this information that does not show up on the report.

Does that help?

Re: Opportunity Report

Cindy Murphy — Thu, 15 Jul 2010 19:16:54 GMT

Yes, I used the report designer.

I'm not sure I understand your answer. So the report works for the first time the lead appears on it with all the activities, but will not update activities for the lead after that? In order to get all activities for that lead onto a report I would have to customize a screen? Can you clarify a bit more because that doesn't make sense to me?

Thank you.

Customer Tab

Cindy Murphy — Thu, 15 Jul 2010 15:16:18 GMT

I created a custom tab so that our bookkeepers can update their activites for their customers. The tab links I used are the Customer List and Activity tables. I am now trying to hide any information where the user name and assigned to are not the same. My issue is that I cannot find either of these fields so I can write the condition. Please help...thanks!

Opportunity Report

Cindy Murphy — Thu, 15 Jul 2010 15:13:38 GMT

Hi, I created a report based on the Opportunity table to create a followup process for our "Lead Only" contacts. I limited the information to only those Lead Only records dated 1/1/10 and later. When I run the report, it will update with all new leads, but will not update current activities of existing leads. What am I doing wrong? Thanks :)

New User Role & Tab

Cindy Murphy — Wed, 12 May 2010 17:21:44 GMT

Hi, I set up a new user role and tab, but cannot see them. I also set up the new user a month or so ago and the login information is not working.

Thanks for your help.

Cindy