We want to use Custom Views for our teams which are tasked with different selling techniques. The issue is on the Company Record, righthand Cards are shared which creates unnecessary clutter from team to team. It appears that the “custom” part is limited to activity, rather than associated records. HubSpot tells us we can “share” cards but those card views are the same on every view and any customization like filtering would apply to all views; Card specific, not View specific.
What I would like to suggest for expected behavior is:
- Filters applied within a custom view should remain specific to that view only.
- Changes made in one team-assigned view should not affect other views or the default view.
The solution suggested is having to create a “new card” for the same information so that I can apply filtering and/or desired properties specific to that View. To me this is duplicative work and inefficient if I have to do this for every View I want to create.