Hi.
Screen: Customer List -> Grid Edit Wizard -> Step 3: Filters
Object: Customer Grid in first section - displays list of customers and leads.
Filter View: All Customers
Problem: Buggy behavior when customizing filter views such as the pre-mentioned: All Customers.
Not all customers that should be displayed are appearing when custom filter is applied.
Steps Taken:
1) I added the following filter to the All Customers filter-view: "IsLeadStatus is equal to no".
2) I added the same filter to the filter-views for displaying active customers and inactive customers.
3) I attempted to view the new grid display that should be showing all customers without showing any leads.
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The grid display only showed 4 customers in total.
The 4 customers that showed up were not leads.
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However, nearly all customers in the table are not checked "[x]" as lead status only;
( By removing my filter and selecting a few of the records that did not show up, i confirmed this to be true).
Any help is always appreciated.
Many thanks,
~Joe