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Controlling Manager Visibility Filters


The Manager List Mode user property specifies the records that Siebel CRM displays in a manager view. The value for this user property must contain one of the following values:

  • Primary. Display only the records that are related to the primary team members who report to this manager.
  • Team. Display the records for all people who report to the manager. Siebel CRM does a subquery for the My Team's view so that it can get and display the accounts, opportunities, and so on for all members that the team contains, and not only for the primary team members. Performance is slower but this query yields more data.
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