https://www.pricemetrix.com/sharing-saved-lists/

PriceMetrix

Sharing Saved Lists

June 6, 2017

Communication is one of the key components to working successfully as a team and the share saved list function in ValueOne by PriceMetrix helps to make communication with team members easier. This tool lets you send a link to your team member that will allow them to see data based on their permissions but with your filtering, columns and sort order applied. It’s a great way to help your team focus on the same goals.

Here’s how it works:

Once you have created your list using the Filter and the Add/ Remove Columns functions, save it by clicking Save List.

save lists

(Need a refresher on creating lists? A brief video tutorial is available here: https://www.pricemetrix.com/resource-center/videos/.)

You’ll then be prompted to name your list.

name list

To share your saved list with team members, click on the Share button near the top right hand side of the My Lists page.

share list highlighted

The share button will generate an email that contains this link:

email-share

By clicking on the link in the email, the recipient will see the data they have permission to access but with your columns and filtering applied.

Use the share saved list function to help you communicate more effectively with your team so that you can focus on building great client relationships and a great business.

Don’t forget that ValueOne quick tip videos are available here: https://www.pricemetrix.com/resource-center/videos/