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Front Runner Vehicle Outfitters
Adhésion le 16 avr. 2021
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Dernière activité le 27 oct. 2021
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Dernière activité effectuée par Front Runner Vehicle Outfitters
Front Runner Vehicle Outfitters a ajouté un commentaire,
Has Zendesk come up with a solution for this yet?
Afficher le commentaire · Publication le 27 août 2019 · Front Runner Vehicle Outfitters
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Front Runner Vehicle Outfitters a ajouté un commentaire,
Stef, I have set up all of my views and triggers. 30 of them (rolling eyes emoji) and they are working well. I followed McAbes's suggestion above regarding the trigger and tag set up and then applied the views per user. The only really crap thing was that we had to make each user an administrator, log into their profile and then change the particular view to me only in each person's profile. Worth it though. Each user now has a view of any internal note that has their name on it :).
So create Tag trigger:
Create remove tag trigger:
Then create a view per user and have it selected to me only at the bottom when user is logged in and has admin rights to change the view.:
Hope that helps. Good luck!
Afficher le commentaire · Publication le 29 sept. 2017 · Front Runner Vehicle Outfitters
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Front Runner Vehicle Outfitters a ajouté un commentaire,
I think the point here is that once you have set the view to all agents, then all agents can view each others internal notes. The point is that only that agent should be able to view that view.
There is no way to do this. you have to log in to each agents profile, choose their view that you have made, make them administrator, then choose that view as "Me Only" and finally return them to agent status. Pretty long process...
Afficher le commentaire · Publication le 21 sept. 2017 · Front Runner Vehicle Outfitters
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