Hello, I recently learned I can adjust what I can view for deal properties and I can reorganize them. From what I can tell, this only affects the deal I’m editing it in and it only affects my view.
Is there a way I can (within the limitations of my admin ofc) edit and set a standard viewpoint that I like the most and have it be that way by default for all deals I look at?
Hi @Hatch,
Are you referring to the left sidebar in deal records? If so, here’s how you can set up a default for all users: Customize records
Best regards!
Im not an admin, so when I follow that guide it says “customize the left sidebar” Then gives the option to edit the default view (no access) and team view (no access). Which is fine, But if I’m understanding this correctly, I could talk to my admin and create a “team view” that would set me as the team and then I would see it displayed the custom way, without affecting anyone else?
Alternatively, I can edit a deal’s properties without going into admin access. I cant remove any of the default content but I can add properties as well as change their order at my view, will these changes effect all deals or just that deal?
Hey @Hatch
so you can ask an Admin to setup the left bar of any record to see the properties needed.
once this is set up, important step here, all users need to go “reset” their own custom configuration
to see the new set up.
To reset you just go a record (contact for example) and click
And that’s it.
Hope this helps