Is it possible to make this contact property card show up only for me?

[MDeOcampo]

Is it possible to make a specific contact property card to show up only for me?

I used this "Shared User" filter, but its not working. 
I checked how it looks like from my teammate's view and yes they can see this property card section from their account.
I want this to be viewable and editable only by me. is that possible?

 

[karstenkoehler · Accepted solution]

Hi @MDeOcampo,

You haven't specified who can see this card – you have specified on which records it should appear. It is now appearing on records where the specified shared team is populated. On those records, it's showing for everyone.

If you want to create view just for yourself, you need to return to this screen:

Here you can create a view for a team of one (you) and have different cards show.

Best regards

[karstenkoehler · Accepted solution]

Hi @MDeOcampo,

You haven't specified who can see this card – you have specified on which records it should appear. It is now appearing on records where the specified shared team is populated. On those records, it's showing for everyone.

If you want to create view just for yourself, you need to return to this screen:

Here you can create a view for a team of one (you) and have different cards show.

Best regards

[MDeOcampo]

Thank you! I did make a team of 1 for me, and then I created my custom view.

this is the team I made for me:

but it's still not reflecting to my contact card view.. is it because I am super admin?

[MDeOcampo]

Nevermind my last response.. it works for me now! I just made sure that I am the main team member of my 1 person team. Thank you so much!

[karstenkoehler · Accepted solution]

@MDeOcampo most features only reference the primary team, not extra teams - so I'd expect the same here. Can you try with a primary team membership?

[STierney]

Hey @MDeOcampo - thanks for following up here!

If I'm understanding the situation correctly, it's worth pointing out that as noted here, "a team view is displayed only to users who are main team members on the selected team." It looks like you're a designated extra team member, which appears to be the issue that explains why you're not seeing the custom view.

Shane, Senior Community Moderator