Adding opportunity description

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Lorna
Adding opportunity description

Can anyone advise me how I can add the description of an opportunity to a report. I am trying to produce a list with descriptions of all the opportunities added in the last month or so, I can change the dates etc but there does not appear to be an option to add a display column for the description. I usually do this in do-it but it is playing up!!

New Balance

rtomalin
rtomalin's picture

Hi Lorna

This is a field that appears to have been omitted from the reporting system.  I think that has been raised before.

See....

https://www.v-base.org/node/245

https://www.v-base.org/node/428

 

Lorna

Thanks. Have read the posts and also e-mailed support. No reply as yet. It's crazy if the argument is that do-it don't want lists of opps as I can export the data from do-it and create a list! This is what I usually do but do-it was broken when I wanted to do this.

rtomalin
rtomalin's picture

Yes - Do-it extracts are a nightmare - both in the way they are implemented and the fact that they often don't work.  What's that about?

barnie

Hi,

In terms of Do-it exports, if you have specific feedback about their implementation, please do send that information through (support@do-it.org, mark as FAO Barnie), as it is something we're able to adapt to user feedback on our end. Exports are used by a small percentage of our users, so any feedback we get on them from those who use them is appreciated.

With regards to them not working, my apologies from the Do-it team about the down-time over the last few days - improving their reliability is something that I have been working on a lot since joining the staff, and believe that apart from a few delays due to email queues, this was the first time they have actually not been working in a long while. The aim is for 100% uptime for them, and on Do-it's end, I'm always pushing to improve the deliverability of data. We've already pushed updates to Do-it out with our developers to address the issues we saw over the weekend too.

Lorna - this is the first I'm hearing about ourselves not wanting you to be able to export lists of opps from V-Base. I'll contact Veda from my end to check on that.

Barnie

rtomalin
rtomalin's picture

I have responded directly to Barnie about the problems in the way that the Do-it extracts work.

Lorna

I have also replied to Barnie