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Pipeline View Transfer

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Features​

This tool allows your to transfer your personal pipeline views to another user.

Setup​

  1. In Encompass select the SharkeyByte Logo, then Plugin Management
  2. In the Plugin Management form, turn on Pipeline View Transfer. \

Usage​

  1. Once enabled open the quick Chomper menu and select Pipeline View Transfer.
  2. Select the user you wish to transfer from.
  3. Select the views you want to transfer.
  4. Select the user you wish to transfer to.
  5. Hit Transfer.