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Create filtered views for one user only (he will be the only one to use those customizations) RRS feed

  • Question

  • Hello,

    I'm asked to create custom views by an user. You can do it by yourself and then, those new views with defined filters will appear under 'My Views'.

    Is it possible to create those filtered views without having to go on the user computer?

    Also, I don't see those custoized views into the admin customization part of CRM.

    Can anyone help?

    Thank you

    Tuesday, April 22, 2014 11:15 AM

Answers

  • Hi,

        Yes its,to achieve your scenario create personal view yourself and then assign it to the user whom you want...

      



    • Edited by Gugan A Tuesday, April 22, 2014 12:20 PM
    • Marked as answer by sn1b Friday, June 27, 2014 5:22 AM
    Tuesday, April 22, 2014 12:19 PM

All replies

  • Hi,

        Yes its,to achieve your scenario create personal view yourself and then assign it to the user whom you want...

      



    • Edited by Gugan A Tuesday, April 22, 2014 12:20 PM
    • Marked as answer by sn1b Friday, June 27, 2014 5:22 AM
    Tuesday, April 22, 2014 12:19 PM
  • Personal Views are not shown as part of the customizations; you need to use advanced find to share them. Check this blog

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Tuesday, April 22, 2014 12:41 PM
    Tuesday, April 22, 2014 12:40 PM