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How to Share a View?
- After logging into NEHANET CRM application, you can see the NEHANET home page.
- From the Home page, navigate to Settings icon in the top right. Select My Views & Reports, then Views from the drop down.
- You will see all your Views listed, those created by you and those shared with you.
- Look for the view created by you which you like to share. Click on the cell for the Role you want to share this View. All users in the Role you shared with can now see and run this View.