I’ve arragned the order of properties in “about this company” tool bar (vertical, left side: view all properties > click & drag to arrange) and want to make the order created the default for all other users in our organization (or at least be able to share to a select group).
I’ve selected the “Set default properties” button, but no luck.
I also looked in Settings, but did not see any way to do this.
Surely there is a way to do this w/o asking each individual user to go through the steps to arrange their’s individually?
You should be able to set default company properties and their order via Settings->Contacts & Companies->Companies tab->Set the properties your team sees on company records->Manage
@DPG One thing to note, these defaults will only be set for each new user that is provisioned in your account. For existing users, you will need to have each individual update these in their individual accounts.
Is there a way to restore a team member’s sidebar to the default?
I have team members who have individually edited their sidebars and I would like to bring them back to the default that I have made.
@oblake123 I don’t believe you can override the default sidebar for existing users (unless you have an Enterprise account and can show a team view sidebar).
“Please note: because each user can customize their own view of the About section, they may have a different order and a larger number of properties in their own About section. Removing properties in the default About section will not remove the properties that were already previously set to appear for a specific user.”
If you have an Enterprise account, you can create personalized team views to display a different set of sections in the record sidebar for (primary members of) specific teams.
