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    Opportunity filtered for account

    Had a quick search and can't find anything about this/hopefully a quick easy answer

    We have created a custom Tab on the tickets called LINKED and have added 6 drop down fields for Ticket/Opportunity/Contract/Asset

    When we select Opportunity and hit the magnifying glass the pop up window has the 'Filtered For Account' tick box is ticked yet no opportunities show

    When we untick we can see all opps/filter as usual

    Are we missing something or isn't this tick box supposed to filter opps for the current account the ticket is for (would make life that little bit easier) or is this not working because we have custom created this tab/fields?

    thanks

    Re: Opportunity filtered for account

    Thanks. We will need to check this before we can answer, it's not a common scenario and we'll need to review it. Once we have anything we'll post back.

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      Re: Opportunity filtered for account

      We have checked this and indeed there is a glitch here with selecting Opportunity from within a custom field that is object select - the list should show all opportunities and it gets filtered. We will take care of this. Thank you for reporting it.

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        Re: Opportunity filtered for account

        Excellent many thanks :)

        (whilst you're there - I don't know if it is particular only to us but it would seem whenever clicking on the description column title in the opp module as if trying to sort by description [yes I know you can't but it would be great if you could!] all the opps disappear and you have to close and reopen the module - maybe they're one and the same thing?/thought would just point it out)

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          Re: Opportunity filtered for account

          Sort by Opportunity description indeed should not be available. We will make sure it is disabled in our next release. Thank you for noticing this.

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            Re: Opportunity filtered for account

            OK thanks (shame it is not possible though obviously... here or any other module too)

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