12
Hello,
In a view, it is possible to filter records by owner.
Sometime, the owner name is displayed as a possible choice event if the selection would return no result. (click on the column and Filter by Equals will show all of the Active Directory)
This brings confusion when the choice is given to select any AD user (potentially 1000 users, when the CRM is only used by 100 users), as it is today.
Sometimes in the AD for technical reason a username is found several time, then it brings even more confusion (duplicates are available).
The behaviour to propose filter value only by "possible" user (only offer choices which are effectively owning a records) could be extended to any lookup filter.
It would bring more efficiency when working into views.
Hope this is clear and I can be joined to show example.
Pierre-Olivier
In a view, it is possible to filter records by owner.
Sometime, the owner name is displayed as a possible choice event if the selection would return no result. (click on the column and Filter by Equals will show all of the Active Directory)
This brings confusion when the choice is given to select any AD user (potentially 1000 users, when the CRM is only used by 100 users), as it is today.
Sometimes in the AD for technical reason a username is found several time, then it brings even more confusion (duplicates are available).
The behaviour to propose filter value only by "possible" user (only offer choices which are effectively owning a records) could be extended to any lookup filter.
It would bring more efficiency when working into views.
Hope this is clear and I can be joined to show example.
Pierre-Olivier
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Needs Votes