Good day!
Is there a way to have all activities selected by default? I’m referring to the Contacts, Deals, Companies, etc. views.
Currently, the user must change the selection each time to show what they want.
Thank you in advance!
Hi @ASobusiak,
No, there isn’t a way for admins to set this for users, as far as I know. Once selected by the user, it’ll stay that way.
Best regards
Hi ASobusiak! At the moment, HubSpot doesn’t offer a setting to automatically select all activity types by default across Contacts, Deals, or Companies. The activity filter is user-specific and needs to be adjusted manually within each record view.
If this is something that would significantly improve your team’s workflow, we can definitely submit it as a feature request to HubSpot.
Hi everyone, I’m Winnie Hien a product manager here on the CRM. This is a known problem on the Activity Timeline that we’re actively working on solving.
Our proposed solution is to let admins curate the default selection of activities per object. This means if you only want your reps to see 10 activities, those 10 would show and the rest would be hidden. All 10 would then show to useres, and they could choose to deselect like usual but from a much more streamlined list. Does that solve for the use case you have in mind?
I also have an alternate solution for now through a closed beta where you can save groups of filters that you can then toggle between. If you’re interested in that beta, send me a DM about “Saved Filter Groups” beta and I can reach out with more details. Thanks! Winnie
Future updates will be posted here: https://community.hubspot.com/t5/HubSpot-Ideas/Org-Wide-Activity-Filters/idi-p/452313/page/2