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Front Runner Vehicle Outfitters
가입한 날짜: 2021년 4월 16일
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마지막 활동: 2021년 10월 27일
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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!
댓글 보기 · 2017년 9월 29일에 게시됨 · Front Runner Vehicle Outfitters
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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...
댓글 보기 · 2017년 9월 21일에 게시됨 · Front Runner Vehicle Outfitters
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