Reset to Default Card Order in Left-hand Column

Smart CRM & Sales Hub CRM
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1

In my Company record view, I reordered the cards in the left-hand column at some point, and now it seems my personal view won’t respond to any reordering of the cards in the main admin-set view. Is there any way to to a “reset to default” for the overall order of cards similar to what is available for the fields within each card? Is there some cache of personal preferences I can clear?

So far, the only things that have worked for me to get back in sync with the admin-set view are 1) turning off the “Left sidebar” option in the “User customization” for the view or 2) creating a new team view for the team I’m on, but I’d rather leave the setting on for the former, and the latter isn’t really a practical soluiton for the future if I ever accidentally reorder my cards again, or if other users customize their order but want to sync up with future changes.

2

Hi @KPYoung,

As far as I know, you summarized the two available options already. Personally, from an admin point of view, I think it’s perfectly acceptable for users not to customize their left sidebar and instead for them to request it centrally. If they’re using certain properties on a regular basis, then so should others or at least it should be formalized as a separate view.

I’m not aware of another way to reset the order of the property sections. Properties within a section ccan be reset via Actions > Customize Properties > Reset to system defaults, but this option does not exist for the entire left sidebar.

Best regards!