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March 18th, 2014, 10:43 AM
maxtowns
 
Posts: 55
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
 
March 18th, 2014, 02:18 PM
Support Team
 
Posts: 7,514
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.
 
March 19th, 2014, 09:49 AM
Support Team
 
Posts: 7,514
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.
 
March 19th, 2014, 12:17 PM
maxtowns
 
Posts: 55
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)
 
March 20th, 2014, 06:05 AM
Support Team
 
Posts: 7,514
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.
 
March 28th, 2014, 07:37 AM
maxtowns
 
Posts: 55
OK thanks (shame it is not possible though obviously... here or any other module too)
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