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how to share "saved views" with other users in Crm RRS feed

  • Question



  • Hi all,

    I've scrambled through a few articles that say it "can" be done,but have yet to see how it's actually done.

    http://blog.sonomapartners.com/2006/05/advanced_advanc.html

    From the article - "Sharing Saved Views is nice because you can have one power user create the more complex views for a team of users so they can benefit from it without having to go through the leg work of understanding the more complex Advanced Finds."

    I created a new view under my admin account and tested it out. My question is how do you share it with other users. It shows up under my admin account obviously (lol) but cannot view in other accounts.

    What step am I missing here.

    Thanks
    Monday, February 11, 2008 4:17 PM

Answers

  •  

    Hi.

     

    Go to advanced find --> Saved Views tab --> Select the view you want to share --> More actions --> Sharing...

    Select the Team / Users and you are done.

     

    Cheers,

    Adi

    Monday, February 11, 2008 4:40 PM

All replies

  •  

    Hi.

     

    Go to advanced find --> Saved Views tab --> Select the view you want to share --> More actions --> Sharing...

    Select the Team / Users and you are done.

     

    Cheers,

    Adi

    Monday, February 11, 2008 4:40 PM
  • Thanks Adi,

    I just figured it out also. LOL. Appreciate the help.

    Thanks.
    Monday, February 11, 2008 4:59 PM