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Filtering the view by Owner displays disabled users

  • 1.  Filtering the view by Owner displays disabled users

    Posted Apr 08, 2021 10:04 AM
    Hello,

    When I filter the view by Owner (ex. Active Contacts) and searching for specific user name, the search results display both enabled and disabled users (due to conversion from on-prem to cloud several years ago, some users have 2 profiles: enabled and disabled). Is there a way to limit the search result on filtering to only show enabled users? Which view the system is applying when filtering?

    Thanks,

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    Nataliya Tsyplakova
    World Vision Canada
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  • 2.  RE: Filtering the view by Owner displays disabled users

    TOP CONTRIBUTOR
    Posted Apr 08, 2021 11:12 AM
    You can filter based on these options - and only show active users.


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    Heather L
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  • 3.  RE: Filtering the view by Owner displays disabled users

    Posted Apr 08, 2021 11:21 AM
    Thanks, Heather. But I am talking about filtering on the view.


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    Nataliya Tsyplakova
    World Vision Canada
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  • 4.  RE: Filtering the view by Owner displays disabled users

    TOP CONTRIBUTOR
    Posted Apr 08, 2021 11:38 AM
    ahh.. gotcha. Hmm... I dont know why it is showing both... maybe submit ticket to MS? that is interesting that it shows both- could be the transition?

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    Heather L
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  • 5.  RE: Filtering the view by Owner displays disabled users

    TOP CONTRIBUTOR
    Posted Apr 13, 2021 08:23 AM
    Hi @Nataliya Tsyplakova,

    I believe using the Advanced Find would be a good way to accomplish your request.  You can save the criteria in your own personal view​, or you can customize your system view to use this criteria as well.  However, if you choose to modify the system view I would first check your data to ensure that all contacts are owned by enabled users.  If you have any contacts owned by a disabled user, I would either deactivate the contact or assign them to another user.

    An image showing the Advanced Find search criteria for active Contacts that are owned by users whose status is Enabled.


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    Ben Edgren
    Solutions Architect - Business Intelligence
    Hufcor, Inc
    Janesville WI
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