This isn’t working for us. It works for me as Super Admin but for a colleague the board deals default to a view called My Deals, which includes only their deals and all of the stages. We want to open this up to all deals but limited stages. On my login this is fine, whenever I open deals it goes back to where I left it but on my colleagues whatever view I set in deals, list or board, with any filters, it always jumps back to ‘My Deals’ view when reloaded. Very annoying. Any ideas how to make our filtered view the default? Thanks
Hi @spotlight_sound ,
You can find the instructions for how to set Default Views for users in your portal in this Knowledge Base article. The default tabs will appear for new users moving forward, and for existing users who haven’t yet modified their view tabs.
Something to note however is that Users can update their own view tabs at any time, which will override the account-wide defaults.
Hope this helps,
Whitney
