Are you 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 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.