My views when I go into deals defaults to table view every time I login. Is there a way to set the default view to board view to save me changing every time?
Hey @SAHumphries,
Welcome to the Community!
You might want to take a look at Manage saved and default index page view.
In the meantime, tagging in some of our Top Contributors to see if they can point you in the right direction!
Hey @CarolinaDeMares, @MichaelMa, @rebeccatravels — do you have any suggestions for @SAHumphries on this?
Thanks in advance!
Sam, Community Manager
Hi @SAHumphries,
You can create a filtered view meeting your requirements. Once saved and once you’ve dragged it to the very left in the list of view tabs, it’ll be your default and should also respect your choice of table/board etc: Create and manage saved views
- Create new view by clicking the + icon
- Choose a name
- Select your columns, sorting, layout (board, table etc)
- Save the view
- Drag and drop the tab to the very left
If you now navigate to Menu > CRM > Deals again, it should show as your default.
Best regards