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

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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 Bara jag, choose named people, or pick under Team — including Mina team. Välj alla at the top of the people list ticks everyone shown in one click — after a search, only the matches — so "everyone except one person" is select all, then untick them. The same row then reads Avmarkera alla.
  3. 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?

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