CRM 6.2.i
I created a new tab with a list to show opportunities that are related to a different company.
community.sagecrm.com/.../24861.aspx
The next hurdle is getting that filter guy to pop up on the right. I found a post for it, but I'm still muddling where to put the code in the list (custom content? at first item in CreateSCript?) and what code to drop in there (because the post has updates for each version of CRM)?
A lot of the examples are just adding a filter screen to the Opportunity or Person Entity, however there is no filterbox for the Company Entity as far as I can see. Do I have to first create a filterbox in the Company > Screens section and then somehow pull it over to my list?