Analyse tab - Opportunities. 2 additions/changes

 

It would be idea if we could add in up to 2 user-defined fields to this tab. With the addition of canvasser name to the opportunities overview and the table, this analyse section would be much more useful. 

 

Also on the analyse tab, the dates selection would be miles easier if they could be added from a calendar function or written in, rather than from a drop down list that does even not include all months in the current year.  We have noticed a number of months that we do have data for, are missing from this list.

 

 

 

 

  • Tammy Yugin
  • Jul 29 2016
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  • Rob Parton commented
    August 02, 2016 08:11

    Agree. It would be great if we could define a couple of fields in NXT as we have in RE. Currently having to use old RE for some information in Opportunities which isn't ideal.