by Vedisoft

Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SugarCRM or SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.

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#2942 - Sharing views

Closed Feature created by randrews Verified Purchase 3 years ago

Is there a way a user can share a view with another user .. or is the best way to just share the settings ... I want to see the same kanban view as one of my sales reps

Richard

  1. Vedisoft member avatar

    Vedisoft Provider

    3 years ago

    Hi Richard,
    when you create Kanban view, you choose type of Kanban (General or Personal).
    If you make General Kanban view, then you will share it with other users.

    You should be admin in SugarCRM to be able to make General Kanban View

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