How can I easily create a report for all my users of all the contracts that only they own? Do I have to create a report for every single user?
No, of course not. Work smart, not hard!
Create a Contract View using “@LoggedInUser” (without the quotes) as your criteria to quickly view contracts where you are a named Owner or Responsible Party. Share this view with your users and it will automatically update to the name of the logged in user, showing them their own set of contracts.
Watch a short Quick Hits video HERE!!
Note: Users can also create this view for themselves using the criteria @LoggedInUser.