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right, so i know how to create opportunity stages and have done so. why isn't my filter working. i followed your instructions:
When you go back to your copy of the CRM_OpportunitiesList screen, in Step 3 of 9: Filters, make sure that for the filter for the field name OpportunityStageCategory, you select the filter ...
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so if i already have all the stages added that i want (using the "..." button) and i follow the above steps, will i have duplicate stages?
in order to filter, do the stages have to be added in the way you describe above (not using the "..." button). As for creating the filter, i am following you instructions as above ...
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I use online and don't have/need the app Method scheduling and Invoicing. Is there no other way?
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it doesn't sound like we are talking about the same thing. i have already created all the opportunity stages i wants using the "..." button. they are all there and i am using them.
on the opportunities list screen in the top left it says "custom filter by view" with a drop down next to it. i'm having ...
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Thank you for your help.
Question: I already added the stages I want to use using the "..." button on the New/Edit Opp Stages screen. I've been using them for a while now. Why don't they show on the exported file? Will I mess things up if I follow the above steps? Will there now be two of the same ...
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what you're saying makes sense but i have no idea how to do that. how do i create an action on screen load that will get the current date - 7 days and load the date onto a hidden field on the screen?
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i'm having problems creating a custom view for opportunity stages. i've tried many different variation using is equal to, is not equal to, contains, is one of, etc. and can't seem to get the results i want.
it seems i can only create view based on open or closed. if i'm not mistaken it seems that all the views that ...
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how do you do that? i've logged in and out several times and that didn't fix the problem.
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I copied the screen from an account where it IS working.
In addition to that I've gone in and edited the screen appropriately and it's not working.
When I go to the screen the default value is not the one I selected.
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On my new opportunities screen I want to change the default value of the Stage field. I went in to edit the screen, then edited the field, then changed the default value to what I want. The default value that shows isn't what I chose.
It's working in one of my accounts but not in the other. In fact, I think that I copied ...
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