MichaelCross
Thu Mar 29 12:56:01 CDT 2007
Drew,
Glad to be of help.
Another tip - you can share views with a team of users (such as all customer
service reps).
You create teams by going to: Settings -> Business Unit Settings -> Teams
Create the teams and add the team members.
Then, once you have a custom view, you can share the view with individual
users or teams.
To share a custom view with a team:
1. Go to Advanced Find
2. Click on the Saved Views tab
3. Select the view you want to share
4. Select More Actions -> Sharing from the Advanced Find toolbar
5. Click Add User/Team
6. Select the users and/or teams
7. Assign the appropriate permissions for the view itself. Unless you want
other people to be able to modify the view, assign only the Read permission.
Then if people want to modify the view for the entire team, they all need to
agree on it and you can make the changes.
8. Click OK
Mike Cross
http://www.navint.com
"Drew Barnes" wrote:
> Thanks Mike! This was really helpful as I thought surely users entity views
> were possible. I'll be setting up different versions of the same views for
> my users for the rest of the week.
>
> "Michael Cross" wrote:
>
> > Drew,
> >
> > To the best of my knowledge, there is only one default view for each entity
> > in a CRM installation. All users will have the same default view.
> >
> > Regarding the second half of the question, if different users want different
> > versions of the same view, then they must create new views customized to
> > their needs.
> >
> > Mike Cross
> >
http://www.navint.com
> >
> >
> > "Drew Barnes" wrote:
> >
> > > Is there a way for each user to customize thier default views and columns
> > > shown in the views?
> > >
> > > For example: User A would like to go to the accounts section and have "my
> > > active accounts" as his default view. User B wants a custom view we have
> > > created called "active accounts ending contract" to be the default. The
> > > system admin and Managers want the default view for them to be "Active
> > > Accounts".
> > >
> > > Within these default views certains columns are wanted by User A that User B
> > > does not want.
> > >
> > > For example: User A wants address to show as a column but User B does not
> > > want the address shown.
> > >
> > > Is this possible and if so how can we accomplish this?
> > >
> > > Thank you,