Sugar Tip – Only My Items

bsoremsugar —  November 4, 2011 — 3 Comments

This week SugarCRM Gold Partner EnableIT SugarUK‘s Mike Gee asks if you are tired of seeing everyone else’s Leads, Contacts, Accounts, Opportunities etc. when you click on the List View for a module in your SugarCRM system.

Did you know you can get SugarCRM to only show you your own items?

It often comes as a surprise to some that there is a very simple solution to this problem.

Follow the simple instructions below to achieve this.

On the Basic Search bar within each module of SugarCRM you will see a tick box called My Items.

If you put the tick in this box, then the results which appear below from that point on will only be results assigned to your user login. Such a simple thing, but can make such a big difference. Why not try it now?

This tip was originally posted on the SugarUK Blogs where you can find a whole host of other useful SugarCRM tips.

3 responses to Sugar Tip – Only My Items

  1. 

    This has really nothing to do with Development but rather are usability tips and dont belong here

    • 

      Sorry you are unhappy with today’s content @7f704b05872b2aa60958844141c654a1:disqus . While the primary audience is developers, often times developers are implementers and administrators as well, so these tips help give them insight into the app itself which can help them with their daily roles.

  2. 

    Is it possible to have My Items extended to popups such as selection of Accounts or Contacts from other modules?

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