Hi All,
I'm seeing something a bit odd going on with an associated view (Opportunities Associated View, to be precise). I'm missing records!
I am doing the following as an admin user, so permissions not allowing me to see records is out.
I've got an Opportunity, which has a Contact. The Opportunity is open. If I click on the Contact from the Opportunity, I can't see the Opportunity in the Contact's "Recent Opportunities".
If I click show related records on the grid, I can see the parameters and view it is using. It is using "Opportunity Associated View". Opening the View in Customizations, I see it has no filter criteria set.
Still in Show Related Records, if I set "Filter On" to "All", rather than "Open", and "Include:" to any setting (I think "All Affiliated Records" is least restrictive) I don't see the Opportunity.
To summarize - no set of criteria appear to allow me to see an Opportunity belonging to a Contact in the Contact's Related Opportunities in the Contact Form, as an admin user, for an open Contact.
Any ideas - I'm running out of them!
Thanks in advance!
