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Generic Inquiry, default filtered tabs

  • February 6, 2024
  • 4 replies
  • 179 views
T
Freshman I
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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? 
 

 

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.

4 replies

dsimmerly
Pro I
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  • dsimmerly
  • Pro I
  • February 6, 2024

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

 

Chris Hackett
estebanperalta54
T
T
Freshman I
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  • tsmith19
  • Author
  • Freshman I
  • 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
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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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Chris Hackett
T
G
T
Freshman I
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  • tsmith19
  • Author
  • Freshman I
  • February 6, 2024

@estebanperalta54 Thank you for confirming!

Chris Hackett
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