In an account context menu, against a given record, I can see two "Opportunities" buttons, each giving a different result when clicked. Our business model is always one opportunity for one account (won), there cannot be more than one opportunity per account. Yet, of these two buttons, one returns a blank response (related opportunity) and another returns the correct opportunity associated. Any thoughts why and how I can converge these ?
Rationale : In one of my views for Accounts, I intend to bring out the Lead Source for the opportunity that won this Account, but I guess this looks at the context menu where there is a blank linked record. My options in adding column in View also has only one "Opportunity (Account)" to choose a field from; there is no second Opportunity option. Can anyone throw some light please ? Thanks.
PIcs for reference:
Pic 1 you can see there are two "Opportunity" buttons in context menu against a given record.
Pic 2: You can see in the account record, there IS an associated Opportunity and shows the Lead Source (Org), and yet, in Pic 3, you see the view is not showing any data against Lead Source (Org).
Pic 3:
When I look at the form setup on how the correct info is being received in account record, I see a second Opportunity reference called "Opportunity(Account Shortlisted)"; but in View, I see only "Opportunity(Account)" as the only option to add fields from. Strange. Any thoughts anyone?
