Solved

Client Manager Work View by Client

  • 25 July 2022
  • 6 replies
  • 43 views

Userlevel 2
Badge

I want to create a work view that shows the clients managed by a particular colleague. When I filter by Client Manager, it will not allow me to show the Kanban view by Client.

Does anyone have any input for me.

Thank you. 

icon

Best answer by max 25 July 2022, 20:46

View original

6 replies

Userlevel 7
Badge +18

Hi @Susan Vigil, I cannot seem to use the “Client” column feature at all. It’s always gray. Are you able to use the client column setting with other reports?

@leigh is this something support should look into?

 

Userlevel 2
Badge

Hi @max, I created a work view for Client Owners and I could view it using the column Client.  But when I filter by Client Manager, the option to view by Client is grayed out.

Userlevel 7
Badge +18

Look at that… I think it’s programmed that way.

If you put in a feature idea to change it, comment the link here and I will vote for it. 😀

Userlevel 2
Badge

@max How do I comment the link here?

Userlevel 2
Badge

 

Userlevel 7
Badge +18

Voted!

Reply