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Generic Inquiry, default filtered tabs

  • 6 February 2024
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T
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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? 
 

 

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Best answer by estebanperalta54 6 February 2024, 21:57

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

 

T
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@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
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Hi @tsmith19 That’s correct. Make sure you select ‘shared’ and all users who have access to GI will be able to see it.

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@estebanperalta54 Thank you for confirming!

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