How to Set Default Filter in CRM Deal to Show Only Assigned Deals for Logged-in User

[jishnusuni]

How can I set a default filter in the CRM Deal list view so that each user sees only the deals assigned to them when they open the CRM Page?

[Rahul123]

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Hi @jishnusuni,

You can set a default filter for the logged-in user by using the “Default List Filter” feature in Frappe. Here’s how:

1. Go to CRM Deal doctype.

2. Click on Menu > List Settings.

3. In the Filters section, add:

   • Field: Assigned To
   • Condition: Like
   • Value: %%(user)s (this will auto-fill with the logged-in user’s email)

This will ensure each user sees only their own assigned deals by default.

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