Does anyone else have problems filtering Work views by Groups when more than one Client Group is linked to an entity?
We usually link all related entities to one client Client Group but recently we started receiving a number of referrals from a specific referrer. With this in mind we set up a separate Client Group for that referrer and started linking it to the entities that he referred.
While it's obviously possible to have more than one client group linked to an entity, the problem is that tracking the client work using the Client Group Work Filter seems to be intermittent. I've noticed that they don't all show up in my Work Filter. I'm not quite sure why but I think it has something to do with the order that I've added the Client Group. Only the first client group added seems to show up in my Work Filters.
Any thoughts or ideas about why this would be happening would be most appreciated.