Viewing Another User’s Pending Actions
AdvisorEngine CRM has a built-in view to allow you to see your own pending Actions, but you can view the pending Actions of other Users through the application of a few Grid Filters.
- Navigate to the All Actions Workspace ( from the Site Navigation Bar).
- Use the to enable the following columns if they are not already available:
Use to apply the following filters to the columns you added:
- Assigned to
- Action Required
- Assigned to Is equal to the User you want to see the Actions for 1.
- Action Required Is True.
- Complete Is False.
1 User name is formatted as LastName, FirstName. If you have difficulty getting results, try using the Contains logic instead and entering a partial name.
If this is a view you intend to use often, be sure to save this as a Grid Template for future use.
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