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When creating sharing groups, we would like substantially more options in the filter section.

 

Use case:

We have a custom field for Director, which associates an individual CSM with a director (manager’s manager).  These teams have different needs and require different dashboards, as their business methods differ.

 

Due to the limitations of creating share groups, the only option we have to capture this data is to manually create the share groups.  This is not a sustainable practice for us, so they only solution is to allow everyone to see everything, which crowds the CSMs dashboard views.

We have a custom field for Director, which associates an individual CSM with a director (manager’s manager).

 

 

I am assuming you are aware you can add custom fields to this tab

that then allows them to be used in sharing groups here.

 


@Wayne I was NOT aware and immensely appreciate the nudge.  Thanks again!

 

Hopefully, GS will see this and close out the request.


No Problem, Happy to help!


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