I’d like to be able to set a default order of the activity buttons for all users (or better… part of Presets) by user (or better… by Team). I hate walking new teams of people through the tedious steps of reordering the activity buttons when I know what 3 or 4 they will be using most for their job role. Especially explaining the difference on “making a call” vs “log a call” when they don’t have the HubSpot Calling functionality set up.
And let me choose entire Teams instead of cherry picking users. I don’t want to have to remove old users and add new users to Presets each time there is turnover in Enterprise companies with hundreds of people. If you are on the Customer Service team I want you to have this Permission Set, this Preset, and this CRM record customization of Tabs, Sidebars, Highlights and Associations across each object.
Hi @FlywheelKinetic, thanks for the feedback on reordering the Activity buttons globally - we’ll look into whether this is something we can apply to Presets. I also wanted to let you know that we just released the ability to add a team directly to Presets. Check it out and feel free to let me know if you have any feedback!
Agreed, I am also looking for the ability to set the button order for everyone and would also like the option to completely remove buttons that we can’t use or aren’t using, such as Calling.
Suprised this isn’t already available - the default order is definitely very confusing for our users (for example we use log meeting rather than schedule and we don’t use some of the other options such as logging a linkedin or WhatsApp). Setting this individually for each user is a bit of a faff.
Hi, I agree with the request. We had the same need here, and I actually hadn’t noticed this one and ended up creating another request for the same thing.
Yes please. This slows down user training to explain to all reps to change this setting when management knows the answer of what the team should have in this view. Thanks!
