CRM

christinephu
Colaborador(a)

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

resolver

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 Avaliação positiva
1 Solução aceita
franksteiner79
Solução
Conselheiro(a) de destaque

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

resolver

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

Exibir solução no post original

1 Resposta 1
franksteiner79
Solução
Conselheiro(a) de destaque

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

resolver

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