Ability to Filter Archived Associated Opportunities on an Import Question

Beka reached out to us with this request because when a new option (such as minor) is added to their import file, she wants to add that qualifier to associated opportunities that are only current.  She finds it cumbersome to scroll through the list and would love for the archived opportunities to be on another tab or the visibility toggled.  Here is her response:

 

"The way it's currently displaying, it makes it difficult to see all of the current opportunities it's attached to. For example, if we have a new minor come through on our data file, I'll look at the opportunities that have the minor field qualified on so that I can check the opportunities to see if the new minor needs to be added as a qualification. It's cumbersome to scroll through the entire list to find the current opportunities. As the archived opportunities can't be changed (and if we wanted to see the questions/qualifications attached to them, we would look at that specific opportunity), it would be nice not to see archived opportunities on that opportunities tab on a question. Or to at least have the archived opportunities on a separate tab."

  • Guest
  • Aug 7 2017
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Employee Name Nick Fazzini
Client Name "shard name" uwosh
User System Admin
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