Set the "filter on" field for an associated view
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2012. május 15. 14:38When I open an account and view the related opportunities, I can change the main filter to different options (eg: Opportunity associated view, my won business, etc). When I select "My won business", the "Filter On" field stays on "Open" and doesnt show any opportunities. I need to manually change its value to "Won". I was wondering if there was a way to set the default value for the "Filter On" field for each of the views that are shown as part of the opportunities view within the Account form?
http://blog.aggregatedIntelligence.com/
- Szerkesztette: rockyMtnRajah 2012. május 15. 14:39 formatting
Az összes válasz
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2012. május 15. 14:50
Hi,
Unfortunately you can only edit the views and not the Filter On. The filter on values are by design given for opportunities and always will be defaulted to the first option 'Open'.
I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm
My Twitter: https://twitter.com/#!/ashishmahajan74My Linkedin: 
- Válasznak javasolta: Ashish Mahajan Australia (Architect) 2012. május 15. 14:50
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2012. május 16. 1:05Hi,
If the response answered your question and you are satisfied, please mark the response as an answer and also vote as helpful. This will help others to search on similar problems.
Thanks in advance.Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm
My Twitter: https://twitter.com/#!/ashishmahajan74My Linkedin: -
2012. május 17. 23:23Hi,
If the response answered your question and you are satisfied, please mark the response as an answer and also vote as helpful. This will help others to search on similar problems.
Thanks in advance.Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm
My Twitter: https://twitter.com/#!/ashishmahajan74My Linkedin:
