Allow shared views to be limited to certain members
under review
S
Sunniva Andersen
Merged in a post:
Saved Views - when sharing, nominate team members to be shared with
C
Cassandra Scott
Currently if sharing a Saved View, it is shared with all team members.
Centrally, if Practice Manager wants to set a particular view for a particular role, they cannot allocate just to that particular role.
EG: Client Manager may use a filtered view that has particular statuses or team members included. This would simplify and standardise team views in XBert - they can be curated and deployed more effectively
S
Sunniva Andersen
marked this post as
under review