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Need to create a salesperson specific folder in the current view of Business Contact Manager 2007

Answered Need to create a salesperson specific folder in the current view of Business Contact Manager 2007

  • Friday, June 25, 2010 5:08 PM
     
     
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    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!

     

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  • Tuesday, June 29, 2010 4:59 PM
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    Hi,

    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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