Hi. I’ve set up deals to include certain information in the left side bar, however when other users view the same deal, not all the properties are visible. Is there a way I can apply what properties are visible in other user accounts, or do I need to manually go into each account and set it up that way? Thanks.
HI @rowanp,
Can you confirm that you customized the record sidebar for all users, following these steps? Customize records
This will not automatically push these changes to users. Since users can customize their own view, they might have different properties in their sidebar. Properties newly added by you will be appended, properties removed by you will stay in their view, see the infoboxes here and here.
If you want a user to exactly see your lates changes, they’d have to reset their sidebar to the account defaults by following these steps: Customize the properties shown on records
Hope this helps!