My CRM for: limit users displayed?

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Is it possible to limit the users displayed on the My CRM for: list?  If so, can someone please shove me in the right direction on how to do this.

In user setup, we have a user with My CRM Lists set to All Users.  For the particular list that we are displaying, not all of the users will have records.  Therefore, I would prefer to only show those users where the record list applies to the user as it makes for a cleaner presentation when there are a lot of users.

I noticed in the user setup, the choices are No Users, User Only, All Users.

Any assistance would be greatly appreciated.  Thank you!!

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  • 0 in reply to Sage CRM

    Thank you for the link.  However, I think the link explains how to add a filter box to the screen.  This different than what I am trying to do.  This is a list in MyCRM.  It allows you to pick a "selected" user.  I want to limit the names that appear on the 'selected user" list.  Maybe i am confused so I will take another look.

    Also, it has been a while since I looked at the filterbox article.  However, my recollection is that I could not get it to work (adding a filter box to a list screen).  I think the solution is down in the comments of that article (the original article is old (2009) and it is not completely clear on what the correct answer is.  I do need to add some filter boxes to some list screens so I will be utilizing the article.  Hoping I can get a filter box to work on a custom list page.

    As always, I greatly appreciate your assistance!!

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