Hi All,
Working on the CRM Sales Manager app, as per the customer data model we have various types of accounts which we want to show on the device. For one of the account types, we want to download it to the device but not show it on the accounts list by default when the accounts get downloaded. So that would be like applying a user filter on the device by default so that if user wants he can remove that filter and see those particular account types as well.
I know we can control the account types downloaded via the filters on the config panel but we have already configured it to download all account types as that's what we want but would like to restrict it on the device. For that I think we can create a rule as well as per my current understanding so that it filters the list with the account type we do not want to see but I think that would not show as a default filter on the filter icon for the list that the user can go and perform a remove filter when they want to see it.
I've already created a filter on the account type property and that works but user has to go and apply that. What we are looking for is a pre-filtered list on the device which user can remove later.
Requesting you to please suggest if this can be achieved and how. Please let me know if I need to be more clear.
Awaiting your responses.
Thanks & Regards,
Gourav
Tags edited by: Michael Appleby