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We do a lot with opportunities, and we share all of these with different people/departments.
Problem is once we mark them as lost, they still show up. Our tech guy says it is a flaw with Microsoft and how they share the records. Is there a way to force them to not show on a report/advanced find without having to unshare them all. I have the criteria as only show as WON, but its not working the way I would expect it to
So you are doing an advanced find with the only criteria being status = Won and you are seeing lost opportunities?!
Yes. IF I remove the shared feature, they don't show up
Owner < Equals Current User>
Status < Open
Include Shared Records < Contains Data >
But we need to be able to see shared Open opps
Could you post a screen shot of your filter criteria please?
it didn't take my screen shot.. I only have 3 criteria I am searching for
Owner set to equals Current User
Status set to Open
Include Shared Records set to contains data
Do you have any "or" groups in your advanced find criteria? By default, advanced find will only show records that meet all conditions. Looking at your example, grouping your "Status" and "Include Shared Records" conditions with an "or" group could create the results you describe.
Ok - the reason I asked for a screenshot is it sounds like you have a custom field called 'Include Shared Records' and this has some custom plugin behind it.
Normally Sharing an opportunity record will not affect the results of an advanced find other than giving you read access or not (depending on the share and your role).
CRM 2013/2015 has the 'Sales Team' grid - which not only automatically shares the opportuntiy with you but also makes the opportunity appear in the 'Opportunities I'm a member of' view.
It sounds like you need to talk to the customisers of your system to get them to add a connection grid so that you can use connections to establish which opportunities you are linked to.
Hope this helps,
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