I’m not sure if this is the right category, so let me know if I need to move it.
I have set up the Agent field to only have the “Sales” user group to select from. In the form view, you can see we only have 7 agents. In the list view, when trying to use the Agent field filter, many users are on this list. I would say maybe 50 or so.
Is there a way to fix this so that only the users in the appropriate group will come up?
I would also like the same for resorts. It’s a different set up, and not done with the cascaded feature. Should I start a new topic for that, or add it here?
I’m not sure if this new occurrence is due to this request being worked on, but when my associate tries to filter the Agent in the list view, all the users’ email addresses appear instead of their name. It sounds like this is making things difficult for her on top of having to look through this very long list (longer than shown in screen shot) when we only have 5 agents