All Contacts view customization

Hi,

We have a requirement where I need to allow users to make selected contacts
private to them.

We came up with a design which would add a "Private" attribute to the
Contact entity and set the private flag, if the user does not want others to
see this contact's details. However, in the All Contacts view, the record
will be available to others users as well, which should not be the case. We
just want to remove this view and add our own All Contacts view which would
filter the records further on the private flag to the users.

Please let me know how can this be acheived.

Thanks,
Mahalax.

Bertil
Thu Oct 11 00:50:00 PDT 2007

Hi Mahalax,

You cannot remove the All Contacts view, but you can share it with a Team.
If you share it with a Team, it is only available for the users in that Team.
So if you create a team in CRM, lets say "Hidden views team" and do not put
any users in the team, not any user will see it.
To do the sharing, go to customization, open the contact entity and go to
forms and views. Now open the All Contacts view, go to Actions, click Sharing.
Note: Before you can share a view you have to make sure that the view is not
the default view.

Good luck,

Bertil

"Mahalax" wrote:

> Hi,
>
> We have a requirement where I need to allow users to make selected contacts
> private to them.
>
> We came up with a design which would add a "Private" attribute to the
> Contact entity and set the private flag, if the user does not want others to
> see this contact's details. However, in the All Contacts view, the record
> will be available to others users as well, which should not be the case. We
> just want to remove this view and add our own All Contacts view which would
> filter the records further on the private flag to the users.
>
> Please let me know how can this be acheived.
>
> Thanks,
> Mahalax.

Niths
Thu Oct 11 01:56:00 PDT 2007

Hi Mahalax,

You can explore the option of creating a custom entity called 'Private
Contacts' with user level access. The advantage of this is that the user
management bit is a no brainer and you can also add additional fields which
the user would like to see for a private contact.

HTH,
Niths

"Mahalax" wrote:

> Hi,
>
> We have a requirement where I need to allow users to make selected contacts
> private to them.
>
> We came up with a design which would add a "Private" attribute to the
> Contact entity and set the private flag, if the user does not want others to
> see this contact's details. However, in the All Contacts view, the record
> will be available to others users as well, which should not be the case. We
> just want to remove this view and add our own All Contacts view which would
> filter the records further on the private flag to the users.
>
> Please let me know how can this be acheived.
>
> Thanks,
> Mahalax.