Is it possible to configure a customer saved search to filter for Sales Rep = Me only if the current user is a sales rep? Otherwise I would like the search to filter for "Sales Rep = All" by default. Sales Rep would be ideally be selectable in the filter region. I am trying to set up a search to email, but would like a certain recipient (who is not a sales rep) to receive results for all customers. Sales reps would receive search results for only their customers. I've got a formula numeric filter that gets me halfway, but not sure how to make it work with the filter region

case when {user.issalesrep} like 'F' then 1 when {user.issalesrep} like 'T' and {salesrep} like {user.entityid} then 1 else 0 end

I'd suggest you to create 2 saved searches as you 2 have different situations.

that's what I was afraid of 😕 Thanks for confirming

We also have sales rep that can see just their customer. In the Employee Restrictions field in the role setup, you can restrict this role's access to transaction, customer, and employee records, based on values in the employee, sales rep, and supervisor fields on these records. This way the sales rep will only see its customer in the saved search and the others everything