I create a series of team-based views in the opportunity which are like
"Team A lost opportunity", "Team B lost opportunity" and "Team C lost opportunity" .....
"Team A open opportunity", "Team B open opportunity" and "Team C open opportunity" ......
"Team A won opportunity", "Team B won opportunity" and "Team C won opportunity" .......
because all the views are very similar, so I just use Save As and adjust the target team in the filter criteria when I create these views.
and then problem showing on the view,
- same of view, it did not display certain fields. it looks like
| Topic |
Customer |
status Reason |
Owner |
Created on |
Created By |
| test123 |
test customer |
--- |
--- |
3/06/2020 |
admin |
- if I click into records and then back to view, the certain fields will then display data on the view
| Topic |
Customer |
status Reason |
Owner |
Created on |
Created By |
| test123 |
test customer |
won |
John |
3/06/2020 |
admin |
- but if I export to excel the fields are still empty
Does anyone know the reason and how to fix it?
