SugarCRM Tip of the Day - Only My Items

Tired of seeing everyone's Leads, Contacts, Accounts, Opportunities etc. when you click on the List View for a module in your SugarCRM system?

Did you know you can get SugarCRM to only show you your own items?

It often comes as a surprise to some that there is a very simple solution to this problem.

Follow the simple instructions below to achieve this.

On the Basic Search bar within each module of SugarCRM you will see a tick box called My Items.

If you put the tick in this box, then the results which appear below from that point on will only be results assigned to your user login. Such a simple thing, but can make such a big difference. Why not try it now?

For useful tips and hints for SugarCRM, subscribe to our Blog feed, follow me on Twitter (@EnableITmike) or join our LinkedIn group (SugarUK United Kingdom)


Mike Gee's picture

Comments

Post new comment

The content of this field is kept private and will not be shown publicly.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Allowed HTML tags: <a> <em> <strong> <cite> <code> <ul> <ol> <li> <dl> <dt> <dd>
  • Lines and paragraphs break automatically.

More information about formatting options

By submitting this form, you accept the Mollom privacy policy.