The Custom Filter add-on for SuiteCRM allows you to filter and search for desired records from the total list of records, plus save and display the Custom Filter search separately in the module. Create complex filters to find specific records to assign to different sales reps and much more.
#3802 - Deploy to other user(s)?
Hi there Great plugin :)
Can you confirm are the filters for 1 user only or all users?
Is there a way to deploy different filters to specific users based on Role / Security Group?
2 years ago
Hello,
Currently our Plugin Support feature of 1 User only or all Users by setting in the Configuration Page of Custom Filter.
In Configuration Page, We have option like you can set it as a Private or Public. See Screenshot : http://prntscr.com/1qfjsyy
If you select Private then it's display only for the User who has Created and If you select Public then it'll display for all the Users.
We'll review your feedback about to deploy filter based on specific Users Role/Security Group and update in next release.
Regards, Variance Infotech PVT LTD
a year ago
I would also like to create Admin Filters that allow admin to create the same filters for all users. This would allow for a consistent view for all users set up and maintained by ADMIN user.