Tech Support > Microsoft Windows > Windows CRM > Multiple people able to view as "My Contact"?
Multiple people able to view as "My Contact"?
Posted by S Carroll on April 16th, 2004


We have many shared contacts within our organization, and a tremendous
amount of Active contacts for users to sift through when looking for a
shared contact. Is it possible to have multiple users view the same
contacts in the "My Contacts" view?

Thank you in advance.
S Carroll

Posted by kb on April 19th, 2004


You sound like you need a way to categorize contacts for
teams or group...

If so, I'd start by adding a picklist field and then
creating custom views based on thse fields. For example,
the Northwest Team only sees contacts with the new
field "northwest" chosen.

Alternately, you could reduce the security settings and
build teams so that users only see contacts within same
business unit or even only see contacts they own or have
shared as a team.

Good luck!