CRM

BRiegger
Participant

Contact View

SOLVE

My question can someone help me, we created this property field that we want to have as a standard view for all our users. Is there a way to Edit the properties viewed in contact page so that everyone has similar property columns 

 

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1 Accepted solution
franksteiner79
Solution
Recognized Expert

Contact View

SOLVE

Hi @BRiegger 

 

When you say "this property field" what field are you referring to. Your screenshot contains a lot of views and a number of columns with the property names cut off, so not sure what exactly you are referring to.

 

Clicking the "edit columns" button allows you to add and re-order columns, and you then save the view you want and either share it with a specific team or all users. This knowledge base article describes how to create, customise and share views.

 

I hope that helps.

Frank

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Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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2 Replies 2
LewTalon
Participant

Contact View

SOLVE

You can create default views for your teams. These default views can have specific properties as columns you decide. 

 

To edit the columns in the view you can refer to this guide: https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views

 

Then you can create a default view for new users so they see the specific view you've just created: https://knowledge.hubspot.com/crm-setup/set-default-object-views-for-new-users

 

Let me know if this helps answer the question!

0 Upvotes
franksteiner79
Solution
Recognized Expert

Contact View

SOLVE

Hi @BRiegger 

 

When you say "this property field" what field are you referring to. Your screenshot contains a lot of views and a number of columns with the property names cut off, so not sure what exactly you are referring to.

 

Clicking the "edit columns" button allows you to add and re-order columns, and you then save the view you want and either share it with a specific team or all users. This knowledge base article describes how to create, customise and share views.

 

I hope that helps.

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
0 Upvotes