I attempted to make a saved user note search for t...
# generalj
JBL
05/14/2021, 5:49 AMI attempted to make a saved user note search for the sales manager to see user notes on all the sales rep's customers (or in fact all records) but it doesn't work unless you are administrator. if you are not admin, all you can see are ones you created yourself. is there any permissions i need to modify to fix this?
j
Jono
05/14/2021, 6:03 AMWould the 'Run Unrestricted' field on the saved search get you out of trouble?
j
JBL
05/14/2021, 6:06 AMgood question! I will check, thanks Jono
JBL
05/14/2021, 6:08 AMno, that didn't seem to fix it
a
Annabel
05/14/2021, 8:25 AMIs it set to public? I find it's a really easy tick box to miss, made loads of searches that people couldn't see!
j
JBL
05/16/2021, 11:25 PMyes, it is set to public
JBL
05/17/2021, 12:21 AMwell this is interesting. I found the info my sales manager needs is under Reports/Pipeline Analysis/Sales Activity by Sales Rep
JBL
05/17/2021, 12:22 AMand that one does not have this permissions issue. works fine for authorised users. looks like I was asking the wrong question before. classic XY problem