locked
Custom View RRS feed

  • Question

  • Hi

    The last developer created a custom filtered view called "New Annual Invoiced" and appears to have created this so that no other user could modify it.

    I went to customizations, found the entity "Contract" and looked in Views area
    The filtered view was not there.
    Where do I find this?

    Tuesday, August 27, 2013 10:52 AM

Answers

  • Hi

     Open Advance Find and Click on "Saved View" button. It will open new window

    Click on "Share" button to share your view with anyone

    like



    • Marked as answer by katiemackie Tuesday, August 27, 2013 12:29 PM
    • Edited by Riaz Usmani Tuesday, August 27, 2013 12:36 PM
    Tuesday, August 27, 2013 12:25 PM

All replies

  • Hi Katie,

    The user has probably created a user view.

    CRM differentiates between Saved Views and User views.

    Saved views are views which are created in the design of entities and get exported/imported with solutions. A user has access to Saved Views on an entity provided they have read rights to the entity.

    User Views are created by users and are not exported/imported with solutions. By default, they are visible to only the user who created them but can be shared with other users/teams like any other CRM entity.



    Michael Palmer
    xRMPalmer     @MJFPalmer     Rockstar365

    Tuesday, August 27, 2013 11:42 AM
  • Hi

     Open Advance Find and Click on "Saved View" button. It will open new window

    Click on "Share" button to share your view with anyone

    like



    • Marked as answer by katiemackie Tuesday, August 27, 2013 12:29 PM
    • Edited by Riaz Usmani Tuesday, August 27, 2013 12:36 PM
    Tuesday, August 27, 2013 12:25 PM