Show only your records, your team's, or everyone's
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.
- 1Open the people filter on the list.
- 2Pick Bara jag, choose named people, or pick under Team — including Mina team.
- 3Tillämpa filter.
Välj användare för att filtrera data. Endast valda användares data visas.
⟦Inget användarfilter⟧ means no restriction: Inget användarfilter — visar alla rader i tenanten. Välj personer för att begränsa.
⟦Visa all data (inklusive otilldelade)⟧ 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 Visa all data-läge är aktivt.
When a list looks empty and should not be, check this filter first. A saved Bara jag is the single most common cause — the records are there, they belong to a colleague. Rensa alla resets it.
⟦Du är inte medlem i något team⟧ 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: Standard: ditt CRM-konto och anslutna kalenderinkorgar. Välj personer för att jämföra scheman.
Var det här till hjälp?