Hi there,
So I have created a report about the opportunities we have available. When I try to click on any individual opportunity, rather than letting me see the information/details attached to this opportunity, e.g. description, location etc. Instead, it takes me to the Event Income Details of each opportunity (see attached), which I am not at all interested in. Is there a way to alter the URLs of each opportunity, so that whilst I am in reports - at a click of a button, I can view the relevant details.
Thanks.
Hi Kim,
This issue has been fixed now. Each opportunity on 'Opportunity Report has been linked to relevant details page.
Thanks
Hi Gopi,
Thank you so much for doing this. Only one query - is there a way to edit each opportunity from the details page. What I was really hoping to achieve was to be able to see at a click of a button, each of the details of these opportunities and if there were mistakes in the reports (e.g. no tag, incorrect title etc.) to be able to amend these details. I really should have clarified that.
Apologies for the inconvenience.
Can perhaps a link be added to the view opportunity page to edit this opportunity? Or perhaps can you re-route the link to the edit opportunity area?
We are currently trying to tag untagged opportunities but we can't do this from the reports area as there's currently no option to edit the opportunity from the reports area. We currently have to go out of reports and search each individual opportunity in order to make the necessary changes, which is a real pain.
Hi Gopi,
This issue is still unresolved and we are looking to set one of our volunteers on adding the respective tags to opportunities but as it is, they cannot do so efficiently the way the system is set up.
Thanks.
Hi Kim & Julia,
Opportunities can be edited from View opportunity page now. Hope this will resolve your issue with amending opportunity details based on the report results.
Thanks