CRM

FRörström
Member

Change view and create structure for every user

SOLVE

Hi! 

I am wondering if it if possible to change the view over companies, sorting them so that it changes for all the users? 

 

Best, 

 

Fanny

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Change view and create structure for every user

SOLVE

Hi @FRörström,

 

Are you referring to filtered views? Unfortunately, these cannot be applied for all users in a way that they would all appear as tabs automatically. Users would have to access the saved views, select and pin them themselves.

 

Best regards!

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
webdew
Guide | Diamond Partner
Guide | Diamond Partner

Change view and create structure for every user

SOLVE

Hi @FRörström ,

Can you please elaborate more what you actually want to achieve?
You can create the views for companies and shared it on the basis of team or everyone.

webdew_0-1623312716072.png



Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Change view and create structure for every user

SOLVE

Hi @FRörström,

 

Are you referring to filtered views? Unfortunately, these cannot be applied for all users in a way that they would all appear as tabs automatically. Users would have to access the saved views, select and pin them themselves.

 

Best regards!

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.