Sort or group by workplace member?
My organization assigns each Opportunity to a workplace member. I created a relation for this (which I understand is a recent feature, so thank you for that) and this works. However, in a view of the Opportunity, there is no way to either sort or group by the assignee. Is there any way to do this?
A workaround that comes to mind is to define a Select field on the Opportunity (options duplicating the workplace members) and then can group by that, however, this requires manual maintenance whenever the workplace members change. Is there a better way?
A workaround that comes to mind is to define a Select field on the Opportunity (options duplicating the workplace members) and then can group by that, however, this requires manual maintenance whenever the workplace members change. Is there a better way?
