Page tree
Skip to end of metadata
Go to start of metadata

My Assigned Inbox

The My Assigned inbox is a menu in the left pane that shows records you need to work on.
My assigned inbox
An entry appears in the My Assigned inbox for each table when a few criteria are met:

  • You have permission to view records in the relevant table.
  • A saved search is configured in that table.
  • On the Apply tab of the search, at least one of your groups is selected under the "Make this Search visible in My Assigned for:" section.

Select an item in the inbox to run the My Assigned search for the table listed in the search name. For example, the My Assigned Companies search finds all records assigned to you in the Companies table. The All My Assigned Records search runs the My Assigned searches for all available tables and shows only those that have at least one record. You can also customize My Assigned searches to determine which records appear for each search, and add other searches to the My Assigned section. 

To select whether to show the number of matching records for each search, go to Home > Preferences, click Left Pane Setup, and then click My Assigned. Select the option to "Show number of assigned records next to each search."

We do not recommend enabling this option, as it can have a drastic impact on system performance.


CONTENTS