02-26-2018, 11:46 AM
My scenario is I have a sales team
There are 3 vendors, and I need to standardize the way of working, and one of the steps is to create default filters for entry into the lead, account, opportunities, for example modules.
The problem is, that the system does not accept that ADMIN marks the filter as default, only respects this option if I log into each of the users and create a new private filter on each login.
This is bad, not good practice.
I think there must be a way, to standardize the access, by the profile, or the group, as it has today, with the global variables.
There are 3 vendors, and I need to standardize the way of working, and one of the steps is to create default filters for entry into the lead, account, opportunities, for example modules.
The problem is, that the system does not accept that ADMIN marks the filter as default, only respects this option if I log into each of the users and create a new private filter on each login.
This is bad, not good practice.
I think there must be a way, to standardize the access, by the profile, or the group, as it has today, with the global variables.
Ranieri
eCRM Web
eCRM Web