How do we "Preset" a filter for an Worker [Module]

David I. shared this question ago

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We have a filter set up for Angel1 but it's not showing up in her Search box as a preset filter. It only shows up in her report search box but not in her Lead search box as a preset filter. Please advise.

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Comments (4)

Nicki G. ● 21 months ago

Just checking - did you make sure it's shared with them?

78c18b666a146170e55d6f108584ec4d

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David I. ● 21 months ago

We did that and still not showing up. Could you check Angel’s account.

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Nicki G. ● 21 months ago

I am just helpful not technically IO support.

If you want to email me and hop on my zoom for a second I can generally solve issue like this in just a few minutes

nickig@funflicks.com

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Susan M. ● 21 months ago

What is the name of the filter you saved?

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David I. ● 21 months ago

SALES CALL FOLLOW UP LIST (WITHIN THE LAST 3DAYS)

Files:

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Susan M. ● 21 months ago

She doesn't have any permissions to filters at all..I believe you are going to at least give her "read only" access

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David I. ● 21 months ago

Yup. Changed her permission to READ ONLY and now the filter shows up as a preset filter in her Search pull down. Thanks.

Issue resolved.

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