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.
Best answer by maxView original
@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?
@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.
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. 😀