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CRM 2011 on site View Filter Criteria RRS feed

  • Question

  • I am creating a View that will select records based on the owner's Team.  I se the value to Owner Equals 'Team Name'.  It does not find any records.  I tried this for three owners.  I verfied that the three owners are identified on records as owners.  I verified that the Owners had three different Team Names, which I tested three times for each team.   What am I missing?

    Thanks


    Russ
    Wednesday, January 25, 2012 8:46 PM

Answers

  • On the Filter Criteria select Owning User (User) then under that level select Territory Equals "Team Area'.

    That does it.


    Russ
    • Marked as answer by NC_Matthews Wednesday, January 25, 2012 9:04 PM
    Wednesday, January 25, 2012 9:04 PM