My List

See Also

 

EngineerOffice provides every user with a My List, a subset of records specific to them in the Contacts, Projects, and Calendar modules. The My List is just a convenient way for you to work with a subset of records that are of interest to you. It does not affect your ability to perform a find to locate other records or view all records in a module.

 

When you view the Dashboard screen, the Contacts and Projects widgets only display their My List of records (Time/Expenses, Appointments and To-Do List items will also be specific to the current user).

 

When you navigate to the Contacts List View, the default found set of records that displays are only those on your My List. You can include or exclude contact records from your My List by clicking on the Active check box in the Contacts List View. You can also include or exclude contact records from your My List by clicking on the Active check box in the Contacts Detail view.

 

The only projects that are included on your project My List are those in which you are an active member of the team. Adding project team members and making them active or inactive is a secure privilege reserved for only certain users.