Symptom
You have created the search query ABC (where ABC stands for your custom query) for the Sales Quotes view using the Advanced Filter but the results of the query are different for each user.
Different employees can see different Sales Quotes under the query ABC. E.g. user A sees 9 results while user B sees 15 results when selecting it.
You expect that the same results are shown for every user when using the query ABC.
Reproducing the Issue
- Go to the Sales work center.
- Open the Sales Quotes view.
- Select the query ABC.
Cause
The issue is due to using the default query My Open Quotes instead of All when creating the new query ABC.
The custom query is not based on the default query All.
Resolution
Create your custom query based on the query All.
- Go to the Sales work center.
- Select the Sales Quotes view.
- Select the query All.
- Select Show Advanced Filter.
- Customize your query.
- Select Save Query.
Keywords
KBA , LOD-CRM-ACC , Account , How To