This idea has been merged into another idea. To comment or vote on this idea, please visit SMM-I-691 Saved Views by Role and/or by Account.
The College of Education has over 200 scholarships that they manage and award. They have requested the ability to create a template that would be available to use as the default view for their opportunities and only save off individual versions as needed. There are other areas at BGSU that also manage a large number of opportunities and would be interested in this type of feature. We feel that it would also be best to have saved grid views only available to users that created the view or other users with the same role and scope permissions.
Client Name "shard name" | bgsu |
User | Opportunity Admin |
Employee Name | Jerry Ameling |