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Filter cues to current users

Posted on by 147

Hi all

Just wondering what is the best way to apply filters to the Sales and Qpportunities Cues to the current user?

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Thanks in advance for any assistance.

Neil.

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  • Verified answer
    Neil Phelan Profile Picture
    Neil Phelan 147 on at
    RE: Filter cues to current users

    Thanks all, I will try that.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    RE: Filter cues to current users

    If you use sales person / purchase person you could base your queue filters based on that.

    They will be preserved even if the orders are created / modified by different users.

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Filter cues to current users

    Hi

    Please see this post. You need to use  Query object.

    community.dynamics.com/.../new-cue-with-multi-filters-to-diferent-tables

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