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Filtering Using Current User Data

edited Jan 3, 2020 1:26AM in Search / Reporting 7 comments

Is it possible to use data from the currently sign-in employee's record to filter a search?

For example, a client segments their customers using, say, a Department field on the customer record.  Is it possible to create a generic saved search that shows customers where Department = the Department of the current user?

This would enable a single "My Customers" search to be used for every employee; very useful for KPIs etc.

Over the last few weeks I've wanted to do this several times, maybe someone knows the answer!

Thanks
Alan

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