Assign a saved view to a user

Can I do this task?

  1. On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.
  2. Select the view, and then on the Actions toolbar, click the Assign button Assign button.
  3. In the Assign dialog box, click:
    • Assign to me

      Use this option to assign the record to yourself.

      - OR -

    • Assign to another user

      Click the Lookup button Lookup button, type a part of the user's name, click the Find button Find button, double-click the user's name, and then to close Look Up Records dialog box, click OK.

  4. Click OK.

Related Topics

Share or Assign Records and Views

Work with Advanced Find

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