Enable Conditional Logic for Index Customization Based on Teams

I would love the ability to create logic in the Index Customization page in the Object Settings. This would allow admins to set what default views are available based on teams in a given object.

The value is for new users to be set up out of the box, but as they start working and get more comfortable, they can customize it to their day-to-day use case.

Hi @JWingate2 - care to elaborate, maybe throw in a screenshot or sketch?

I am not really following what it is you would like to be able to do, might just be the current European heatwave getting to me… :blush:

@franksteiner79,

For sure! The heat wave on the East Coast in America is pretty serious as well, so I feel you haha

Adding logic to the default views - so we can customize which “team” (HubSpot Users & Teams) can have that default view. The use case I have experienced is that you have two separate Customer Experience teams, each look at their tickets differently, and they would like for the default view to be set so as new users come into HubSpot and are added to CX Team 1 or CX Team 2, it is set up and customized for their team.

This is an AMAZING idea, and frankly, I am surprised it does not yet exist with how granular HubSpot has gotten with permissions and visibility recently. I would love (as an Admin/Partner) to create team-specific index views.

This would be so helpful, it’s a limitation i’m coming across with many of my clients