We have Opportunity Admins who are able to access Conditional Applications. They are able to create dashboard cards off of the grid, but they do not have the buttons to create and save new grid views. The function is essentially the same, but saving the grid view is a lot more efficient and doesn't require the hassle of creating the card. Opportunity Admins are able to create views for standard opportunities - I would just like to see the same functionality applied to Conditional Applications as well.
Client Name "shard name" | uvu |
User | System Admin |
Employee Name | Mary Derby |
Hi Mary,
I was playing around with this functionality today and was able to create a saved grid view as an Opportunity Admin on a Conditional Application. Can you send us an example of an Opportunity Admin that is not seeing this option? I'm wondering if there is a permission setting that is preventing them from creating saved grid views.
Thanks!
Carrie