filtering

hi,

i canot filter opertonities by opertonities tags?

is it ABUG?

i entered a TAG and selected it when tring to make a new costom filter and didnt seccede

thanks

eyal

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  • You should be able to Filter for Opportunities without any issues. 

    Did you spell the name of the Tag right?

    What did you put in for the Filter's formula? 

    If all else fails using the Opportunity's Filter feature, then use the Opportunity Category Breakdown Report in the Reports tab.

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  • Hello,

    I am trying to filter opportunities by categories.

    I have spelled everything correctly and know how to get a category report. 

    I want to filter opportunities by categories.

    If I click on "by category" in the filter drop down menu, no results.

    If I click on the colored category tab in one of the opportunities, no results.

    If I create custom filters, it works, but I cannot scroll down far enough in the filter drop down menu in order to see more than 1 custom filter.

    Thank you for your help in figuring this out or fixing it, it seems to be a bug.

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  • Hi Caro Berlin:

    When clicking "by category" or clicking the colored category tab itself, only OPEN Opportunities with the category will appear. If the Opportunity is in any other status, the Custom Filter is the way to go.

    Regarding the Custom Filters not showing more than one option, can you share a screenshot of what you are seeing?

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