Views are not saved

Marketing & Content Hub Lead Capture Tools
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1

Hi,

I have edited the views to my needs, clicked on “Apply” and it does not save. Did that for several times and still didn’t save.. any ideas why?

Thanks

2

Hi @OToledo,

Clicking ‘Apply’ only applies your filters, but it’s not saving the view. If you want to save the view, you need to click the floppy disk icon in the top right corner:

karstenkoehler_0-1708870214828.png
karstenkoehler_0-1708870214828.png397×238 16.6 KB

If it’s grayed out, you need to duplicate the view first as it’s a system view that cannot be adjusted.

Best regards!

3

Thanks a lot!

can I also save the view of a certain person?

for example: Can I send my boss a link to a certain view only with the companies I own?

thanks!

4

@OToledo if you set the filter to “Company owner is [you]” and save the view, you can share the URL in your address bar of the browser with your boss, yes :slightly_smiling_face:

If my answers helped you, please mark both as accepted solutions.

Have a great day!

5

thank you, Karsten,

Even when I save the company owner as [me] - and send it - he still views “all companies” or “his” companies…

one of our users just sent me her list, after saving the company owner as herself, and when I opened the link - I saw her view with my companies.

Do you think we are doing something wrong?

thank you

ofra

6

@OToledo can you confirm that you saved the view as explained earlier? https://community.hubspot.com/t5/Lead-Capture-Tools/Views-are-not-saved/m-p/930423/highlight/true#M11051

(Not just applied the filters?)

7

Thank you, I got it now :slightly_smiling_face: