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"My Customers" Page

  • May 15, 2023
  • 0 replies
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I’m trying to create a My Customers page, which is Customers - CRM filtered by Main Representative = Current User. I tried to do this as a saved search, but #PERSON_ID# seems to get translated to #TODAY# somewhere. Is there somewhere I need to go to fix this? Would a Custom Page be better? If so, how would I set that up with the #PERSON_ID# filter?

 

Thanks!

 

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Aurena Error - filtering on current date when #PERSON_ID# is used

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