How do I switch back to a Standard Filter once I have entered Activity Stream on an Opportunities module?

I'm trying to help a co-worker.

All of my modules - contacts, accounts, opportunities - have a standard blue filter button, with a capability to create a customer filter next to it: the standard config (I believe).

My co-worker, when entering a module, is "stuck" in Activity Stream mode. He can not create filter or filter opportunity records, he can only use the filter to filter Messages.

How do we get him out of this?

0 Chris Raffle 7 months ago

Hi Joe Douillard ,

It sounds like the user clicked the 'Activity Stream' button (clock icon) on the list view. Click the 'list view' icon shown here:

There is currently a bug with this behavior (94046) causing the toggle between the views to not work consistently. If clicking the list view icon does not load the expected view, refresh the browser page and click the icon again if necessary.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Reject Answer

Cancel
0 Joe Douillard 7 months ago in reply to Chris Raffle

Simple solution to the misunderstanding of a basic function. Thank you for your help.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel