This appears to be a bug. I have attempted to change the default left sidebar for contacts many times, adding/removing fields and re-ordering all fields. The changes I make are saved in the updated default view tool but they do not update in my live CRM account.
I stand corrected on my post! After making the custom object changes to the default view, we need to go back into a contact record > Actions > View all properties > (left panel - About) Reset to account defaults. This will revert to the defaults settings and remove any previous view settings applied by the user. The user can then make additional view setting changes that will be applied to their view only.
Hi @Peco
Unfortunately, HubSpot isn’t pushing these changes to all users in HubSpot.
You will have to got into a record (contact, company, etc.), click “view all properties” at the bottom of the “About this” section, and then click the “Reset to account defaults” button.
I hope that helps.
Frank
This saved me, Frank! Thank you so much for sharing.
Hi Frank,
Is there an updated solution to this? This seems to have been moved.
Hey @HGuglietti
Thanks for the great question!
My recommendation is to create a new post for this. This gives your post the best shot at getting seen by as many of our amazing community members as possible. Feel free to tag me in the post and I’m happy to get you started
Best,
Victor
Victor
