How to create a default companies view

Smart CRM & Sales Hub CRM
1

Hi there

How do I create a default view for the “companies” page for specific members of my team?
So that specific properties - as defined by super admin - will display for all team members when they click “companies” each time they click on this tab. This is instead of users having to change the filters and properties to view every time.

I know that this is possible in sfdc.

Thanks!

2

Hi @Adriana

You can not create different default views for different users, you can only create a global default views.

Be aware, that if a user has already modified their personal view, changing the global detail will not fully override their changes.

Read more here: Select properties to show under the About section in a record

Hope this helps.