B
Brian
I'm trying to leverage search folders and custom views to manage RFP's etc..
for my company and running into problems. Essentially, I categorize things
(emails, posts) by university (because I work with schools). Once they are in
those categories, I have a tick box in a search folder which allows me to
indicate if they are in an RFP state. I have another search folder which
looks for all the RFPs in progress and allows me to indicate if they are won,
lost or pending and at what stage the communication is with them at the
completion of the RFP process, because I'm attempting to get the competitive
documents and I need to remember (tasks etc..) to follow up. The deal is, in
the RFP search folder, I've created a couple new fields (which it tells me I
can't do) and because I couldn't find anywhere to define what ought to be in
those fields to standardize the information, I turned on "in cell editing"
which allowed me to standardize that stuff. The issue is that once time goes
by, and I'm ready to move things in that search folder, it now tells me that
I cannot move the selected item. Why? what's going on here.
I hope that's clear; I realize it may not be.
for my company and running into problems. Essentially, I categorize things
(emails, posts) by university (because I work with schools). Once they are in
those categories, I have a tick box in a search folder which allows me to
indicate if they are in an RFP state. I have another search folder which
looks for all the RFPs in progress and allows me to indicate if they are won,
lost or pending and at what stage the communication is with them at the
completion of the RFP process, because I'm attempting to get the competitive
documents and I need to remember (tasks etc..) to follow up. The deal is, in
the RFP search folder, I've created a couple new fields (which it tells me I
can't do) and because I couldn't find anywhere to define what ought to be in
those fields to standardize the information, I turned on "in cell editing"
which allowed me to standardize that stuff. The issue is that once time goes
by, and I'm ready to move things in that search folder, it now tells me that
I cannot move the selected item. Why? what's going on here.
I hope that's clear; I realize it may not be.