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Lead Activity Filters Access

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Anonymous
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Lead Activity Filters Access

When creating custom filters for lead activity logs do other users have access to them?  If not by default, is there a way to allow this?

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Thanks
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Accepted Solutions
Anonymous
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Re: Lead Activity Filters Access

Hello Jack,

From what I've experienced, this filter does not stick from user to user.

I went ahead and tested this on my instance just to make sure and the custom filtered view was not shared amongst multiple users.

To test:
1. Create/Invite a new user (with admin access)
2. Log in this newly created user and change the activity log view for a lead (Lead A)
3. Log in with my original user and went to the activity log view for Lead A
4. The view showed no filtered results

The same goes for when saving a custom view.  The custom view is only available on a per user basis.

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6 REPLIES 6

Re: Lead Activity Filters Access

Hi Jack,

Admin settings have the option to set user privileges. You can define access for users from Admin settings

Regards,
Alok
Anonymous
Not applicable

Re: Lead Activity Filters Access

The question is, if one user creates a custom filter in the activity log do other users have access to them?
Anonymous
Not applicable

Re: Lead Activity Filters Access

Hello Jack,

From what I've experienced, this filter does not stick from user to user.

I went ahead and tested this on my instance just to make sure and the custom filtered view was not shared amongst multiple users.

To test:
1. Create/Invite a new user (with admin access)
2. Log in this newly created user and change the activity log view for a lead (Lead A)
3. Log in with my original user and went to the activity log view for Lead A
4. The view showed no filtered results

The same goes for when saving a custom view.  The custom view is only available on a per user basis.

View solution in original post

Anonymous
Not applicable

Re: Lead Activity Filters Access

JT, I did not think so but wanted to check to see if anyone else knew about a way to share these filters with other users.  Since this does not appear to be possible I will create a new idea.

Thanks

Idea - Share Custom Activity Log Filters
Anonymous
Not applicable

Re: Lead Activity Filters Access

Hello Jack,

Let me know when it's up as I'd like to vote for it myself.  
Anonymous
Not applicable

Re: Lead Activity Filters Access