Bug in Opportunity List
In new version the Opportunity list won't refresh to show entire list. After viewing opportunities via a tag the list won't refresh to show the entire list
In new version the Opportunity list won't refresh to show entire list. After viewing opportunities via a tag the list won't refresh to show the entire list
Comments
Hello Jeff,
The system is working as intended in regards to this topic.
When you log in to Insightly during your session until you log out the system will remember your view for different Records and filters. When logging out and logging back in the system will revert back to all the default views. You can always adjust your Opportunities List View by clicking on the Title of the view you are in.
Here's a screenshot to clarify this:
Hope that helps!
Please sign in to leave a comment.