CRM

christinephu
Mitwirkender/Mitwirkende

Bug or expected behavior? Custom left sidebar views overrides the default About this view.

lösung

What I'm doing

Creating left sidebar views for different teams.

 

What's happening

When creating a new view for a team, updates made to the About this.... section override what's in the default view.

 

Example

Default view has these fields in the About this... section:

  • F1
  • F2
  • F3

 

I update Team A's view About this... section with these fields:

  • FA
  • FB
  • FC

 

The default view is replaced with Team A's About this... section. Is this expected behavior? Can we not customize the About this... sections without it affecting the default view?

 

0 Upvotes
1 Akzeptierte Lösung
franksteiner79
Lösung
Autorität

Bug or expected behavior? Custom left sidebar views overrides the default About this view.

lösung

Hi @christinephu 

 

The "about this object" view is indeed a global default which is the same for all users.

 

Screenshot 2023-01-05 at 20.55.51.png

You can create team specific sections, and combinen and re-use them for different teams but the "about this" one is the same for everyone.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

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1 Antwort
franksteiner79
Lösung
Autorität

Bug or expected behavior? Custom left sidebar views overrides the default About this view.

lösung

Hi @christinephu 

 

The "about this object" view is indeed a global default which is the same for all users.

 

Screenshot 2023-01-05 at 20.55.51.png

You can create team specific sections, and combinen and re-use them for different teams but the "about this" one is the same for everyone.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project