Skip to main content
Solved

Generic Inquiry, default filtered tabs

  • 6 February 2024
  • 4 replies
  • 112 views

Forum|alt.badge.img

We have a sales manager who has asked for the Opportunities GI to include additional default filtered tabs so sales users can access and work out of them. I create the filters I need and save them after the GI is created (where it’d live under a tab). Would this be the same process? How do you allow everyone to see them? 
 

 

Best answer by estebanperalta54

Hi @tsmith19 That’s correct. Make sure you select ‘shared’ and all users who have access to GI will be able to see it.

View original
Did this topic help you find an answer to your question?

4 replies

dsimmerly
Pro I
Forum|alt.badge.img+1
  • Pro I
  • 114 replies
  • February 6, 2024

@tsmith19 do you mean to share the filter as below ? 

 


Forum|alt.badge.img
  • Author
  • Freshman I
  • 16 replies
  • February 6, 2024

@dsimmerly I believe so. If I were to create a shared filter, name it ‘open opportunities’, and save it on the GI, it’d appear as a tab on the GI and all users would see it as long as they have access?


estebanperalta54
Captain II
Forum|alt.badge.img+4

Hi @tsmith19 That’s correct. Make sure you select ‘shared’ and all users who have access to GI will be able to see it.


Forum|alt.badge.img
  • Author
  • Freshman I
  • 16 replies
  • February 6, 2024

@estebanperalta54 Thank you for confirming!


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings