Additional Filter
On the Record Search Bar at the top of the Junxure screen, could you add a filter, where you can default search only select Owner Groups? For instance, I have global access to all Owner Groups in my office (over 25) but I mainly support only a select few of them. I would love to be able to choose which Owner Groups that quick search would use, based on selected owner groups, while still having access to all groups.
You could allow us to set a Global filter for the field, and then have a Toggle to use it or not. (selecting whether you see only your default Owner Groups or All Owner Groups)
This would allow us to select which Owner Groups to apply as a Global Filter for the Record Search Bar, so when I search Last Name "Smith", I will only see the ones for the Owner Groups I need, not the entire database.
You could allow us to set a Global filter for the field, and then have a Toggle to use it or not. (selecting whether you see only your default Owner Groups or All Owner Groups)
This would allow us to select which Owner Groups to apply as a Global Filter for the Record Search Bar, so when I search Last Name "Smith", I will only see the ones for the Owner Groups I need, not the entire database.
Topic Participants
Embree Deason
Sheila Epps