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Apply Custom View to everyone RRS feed

  • Question

  • Hi all,

    I created a custom view but it is only available for me....... how can you make it available for every user ??

    Regards
    Sunday, January 24, 2010 5:00 PM

Answers

All replies

  • There are two possible ways to do it:
    1. Create this view using Create new View from entity customization and publish entity.
    2. Create private view using Advanced Find, Open Saves views tab and share your private view to user or team.
    Truth is opened the prepared mind

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    Sunday, January 24, 2010 5:21 PM
    Moderator
  • I agree with Andriy.
    If you have a view that many or all users will require, then it is often better to make this a system view.

    A private view might be the beeter way if only some people need to see the view.

    Rob

    www.crmconsult.info www.chorusit.com
    Sunday, January 24, 2010 7:08 PM