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Is there a way to set up user dashboards to just show the records of the user?



  • Tiffanie Staver
    Alex commented  ·  

    Hi Rod,

    This can be done using a TrackVia user field on your tables. This field allows you to pick your agents name from the list of users in your account then filter on this field. The filter can detect the current logged in user based on the user field for each record.

    For example, you would create one view with one filter based on the current logged in user for the user field and all users will see different results based on the records where their respective name appears in the user field. More information on this can be found in our Knowledge Base:

    Let us know if you have any questions!


  • Tiffanie Staver
    Anonymous commented  ·   

    Hi Alex, thanks for that and got it working. Now I have to go and undo everything :) Cheers Rod


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