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Arranging opportunities by date RRS feed

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    Hi,

     

    The sales team for my company would like to be able to restrict their 'My closed Opportunities' to only show this years entries.

     

    Does anybody know how this can be achieved.

     

    Thanks.

    Wednesday, January 21, 2009 3:50 PM

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    I am not aware of a default, system view in CRM named My Closed Opportunities so I will assume this is a view created by a Sys Admin and made public.  Since the view is not system created, you can open the view under Settings, Customization, Opportunity, and find the view name My Closed Opportunities.  You can edit the view's filter to show only Opportunities with an actual close date of this year by selecting Edit Filter Criteria.

     

    Wednesday, January 21, 2009 4:27 PM
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    Did you publish your changes to production?

     

    Thursday, January 29, 2009 3:30 PM
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    Go to Settigs->Customizations. SElect Opportunity and click publish.

    Your changes should take effect.

     

    Thursday, January 29, 2009 4:53 PM

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  • Question
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    I am not aware of a default, system view in CRM named My Closed Opportunities so I will assume this is a view created by a Sys Admin and made public.  Since the view is not system created, you can open the view under Settings, Customization, Opportunity, and find the view name My Closed Opportunities.  You can edit the view's filter to show only Opportunities with an actual close date of this year by selecting Edit Filter Criteria.

     

    Wednesday, January 21, 2009 4:27 PM
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    Thanks forthat.

     

    I have made some changes to the filters but they don't seem to be pushing out.

     

    I have left it a few days and tried again but to no avail.

     

    The field are there when I edit but not when using it normally.

     

    Thursday, January 29, 2009 11:12 AM
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    Did you publish your changes to production?

     

    Thursday, January 29, 2009 3:30 PM
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    Go to Settigs->Customizations. SElect Opportunity and click publish.

    Your changes should take effect.

     

    Thursday, January 29, 2009 4:53 PM