Can I limit a view to one client manager?

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Yealmpton Accountants · Can I limit a view to one client manager?

Zoe Hocking asked how to show one client manager only her own clients on the deadlines view. Olivia Grant explained a filter on the client manager field, and the ticket closed on 12 Jun 2026.

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What happened

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As at Fri 9 Oct 2026

Zoe Hocking asked how to show one client manager only her own clients on the deadlines view. Olivia Grant explained a filter on the client manager field, and the ticket closed on 12 Jun 2026.

Problem: Zoe Hocking wanted one client manager to see only her own clients on the deadlines view, and asked whether a separate view was needed for each manager.

Handling: Olivia Grant said a filter on the client manager field would do it and gave the steps to save the view. The first response took 84 minutes.

Watch: The comments do not show whether the manager's name appeared in the filter list.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)84

CSAT4

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created · Zoe Hocking 1 Jun 2026 10:52
Morning. One of our client managers wants to see only her own clients on the deadlines view. Is there a filter for this, or do I need a separate view for each manager? Thanks, Zoe
Public reply · Olivia Grant 1 Jun 2026 12:16
Hi Zoe, yes, you can do this with a filter on the client manager field. Open the deadlines view, choose filter, then pick her name from the list. Save it as a view for her so it stays in place. Let me know if her name doesn't show up. Olivia
Status change · Olivia Grant 8 Jun 2026 11:18
Status change · 12 Jun 2026 23:59

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