Show only your records, your team's, or everyone's

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

Every CRM list carries a people filter next to the other filters. It decides *whose* records you are looking at, and it is remembered between visits — which is why a list can look wrong days after you set it.

  1. 1Open the people filter on the list.
  2. 2Pick Kun mig, choose named people, or pick under Teams — including Mine teams.
  3. 3Bruk filter.

Velg brukere for å filtrere data. Kun valgte brukeres data vises.

⟦Intet brugerfilter⟧ means no restriction: Intet brugerfilter — viser alle rækker i tenant. Vælg personer for at indsnævre.

⟦Vis alle data (inkludert ikke-tilordnede)⟧ goes one step further and includes records with no owner at all. Those are invisible under any named-person filter, so this is the setting that finds the leads nobody was ever assigned. While it is on you are told Vis alle data-modus er aktiv.

When a list looks empty and should not be, check this filter first. A saved Kun mig is the single most common cause — the records are there, they belong to a colleague. Ryd alle resets it.

⟦Du er ikke medlem af nogen teams⟧ means the team options will not help you yet. Teams are set up by an administrator: Set up teams.

This is a view filter, not a permission. It changes what you are looking at, not what you are allowed to see — if your role restricts you to your own data, choosing everyone here will not widen it. That is Control who can open what.

On the calendar it behaves slightly differently: Standardomfang: din CRM-konto og tilsluttede kalender-mailkonti. Vælg personer for at sammenligne kalendere.

Var det her nyttigt?

Relateret