Friday, June 25, 2010 5:08 PM
I need to create a salesperson specific folder in Business Contact Manager 2007 under the Current View section. I have created the "new view" by going into View>current view>define view>new-add - and that is fine; what I cannot do is define this report to be a specific single asigned user from the available drop downs on the fields options.
Any help is appreciated!
Tuesday, June 29, 2010 4:59 PMModerator
So it is my understanding based on the thread that you are looking to create a custom view and you would like that view to show a single assigned to user?
You can accomplish this by doing the following.
Click on Business Contacts > View > Current View > Define View
Choose By Assigned To and click Copy
Once you name your View click OK
Choose Filter > Advanced > in the Define more criteria: click the Field dropdown
Choose User-defined fields in folder > Assigned to User
Set the Condition to contains
Enter the <useralias>
This will give you a view by Assigned to with just a specific user
You can create a new custom view for each user you wish to have this view for.
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