Discussions
Custom Opportunity Search Won't Sort on Dashboard
Hi,
I have a custom opportunity saved search that I put on the opportunity dashboard, however it won't sort correctly on the dashboard. It will sort just fine when I am editing the search and do save & run, but the moment you try it on the dashboard it doesn't work. I've tried refreshing, removing the search and re-adding it. I also tried deleting the whole search and redoing it, nothing makes it sort on the dashboard view.
Criteria: open opportunity & sales rep is 'me'
Results: opp #, company name, opp status, exp. close, opp model (custom), last sales activity, primary contact, primary phone, primary email, create date, formula (numeric) that sorts based on time.