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Hi. I'm a sales guy who has been using Outlook as a very simple contact management system for over 10 years. I have a new job and have been forced to migrate to Dynamics. It is way too feature rich for me. I am trying to simplify how I interface with it.
I work very simply from a list of client. Right now my default view of "My Active Contacts" is 7 columns in this order full name, email, parent customer, business phone, candidate type, created date, modified date.
I like the way this looks, I just need to drop a couple of columns, add a couple and I'll be happy.
I was able to find the "new personal view" button on the view menu. I had some good luck there creating the columns I want.
Here's where I got confused. This didn't change the way "My active contacts" was displayed. Same old, same old. Now I only have 25 contacts in my active contacts. The company has over 5,000 in the entire contact database.
After googling a bit. I tried to display my contacts by clicking on "advanced find", then selecting my new save view. This worked, but it displayed the entire database of over 5,000 contacts with my new view.
Any ideas what I am doing wrong? Sorry don't know what version of Dynamics I have.
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I have the same question (0)Hello
My active contacts is a view which shows the contacts you (your users) owns.
contact records in CRM have an owner (this is used for security and who can view the contact record)
The advanced find is showing all 25 records because it is filtering the other contact records out.
Using the advanced find you have created a new view but it looks like you are not filtering any contacts out. What is you actually want to show, what contacts are you interested in and which ones are you not interested in.
this blog will tell you how to create a new personal view
www.preact.co.uk/.../how-to-create-personal-views-in-microsoft-dynamics-crm-2011
you can only change the system views (my active contacts, active contacts) if you are a system administrator or system customizer.
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