Contact view - edit properties in view for the whole team

[AD71]

I would like to standardise for everyone in the team the properties they see when they open All Contacts. Is that a possibility?

So if I click on CRM > Contacts
how can I edit the columns to have them appear in the view set by default for all my current team and future hires?

[karstenkoehler · Accepted solution]

Hi @AD71,

HubSpot recently made changes to this, but didn't go all the way. Under Settings > Objects > Contacts > Index Customization > Default view customization, you can specify which view(s) should be shown per default – but which columns are included in All contacts is still up to each individual user.

The best workaround, at the moment would be the following: create a custom view with your defined columns and sorting. It doesn't have to have any filters, so that it still displays all contacts. Once a saved filter, simply add it in the default view customization (see above) and move it to the very left, so that it's the first tab. It should then become the default for everyone.

Yes, it's a bit annoying that at the moment admins are forced to create a duplicate view – but it would allow you to have the exact columns displayed you'd like and to also keep control over it. The "All contacts" view cannot be saved.

If you want the product team to improve on the new default view customization, I'd recommend logging a request in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

Best regards!