I have been making significant changes to the side panel that I want to push out to all users. Is there a way to do this? I’m not seeing how. I want to reset the side panel to the company “standard”. (Even if it’s only temporary since they can make their own changes.. ugh)
Hi @KimFerris ,
If you want to change the left sidebar for the companies what you can do is go settings > objects > companies > record customization and then choose the properties you want to have in the left sidebar
Here’s a quick video for your reference
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
@KimFerris @webdew Just wondering if this “Solution” is a solution to the question that Kim asked? This doesn’t seem to answer the question, the same question I have. How can I force reset the Left Panel view of Companies, Contacts, or Custom Object, for Users? I realize they can then customize, but I very much need to ensure they are all seeing the same Sections and properties.
Also, the solution above is shown as the “Accepted Solution”. Just wondering how a solution become an accepted solution?
I agree. Doesn’t answer the question at all. I’m on the hunt for an actual solution for this.
@LDowdy @GLloyd1
This is a little old, but in case you didn’t find a solve for this.
When you are in record customization for any object, each card on the left sidebar has the option: “Let users add more properties to this card in their view.”
Make sure you uncheck this then save. You will see a pop-up like below:
This will force reset the properties your users have put on the left side for that particular card.
Appreciate the update!