CRM records
Use list views and filters
Save useful slices of work without changing records.
How to do it
- Open the object list and filter by owner, status or relevant fields.
- Choose the visible columns and sort order.
- Save a personal view and reopen it when returning to that workflow.
Check your result
A view changes presentation, not access rights or the underlying records.
Good to know
A field hidden by permissions cannot be exposed through a view.
Still need help?
Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.
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