CRM

WillEtheridge
Member

Custom Columns change when filter is applied

SOLVE

Hi there,

 

When I apply a filter, it changes the columns which are displayed and their order.

 

How can I get this to remain the same across filters?

 

Many Thanks

 

Will

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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Custom Columns change when filter is applied

SOLVE

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Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: When I apply a filter, it changes the columns which are displayed and their order. How can I get this to remain the same across [all] filters??

 

Short A: Manually save each one, one at a time. (by design)

 

Longer A:

HubSpot filters can be saved as 'views'. Those views are NOT related to each other in any way. In other words, there's no 'master view template'.

 

When you save a HubSpot view it saves the data AND the columns presented (in their existing order at the time of the save or update).

 

That being said, you'll need to re-save each of your views after updating the columns in order to make the same colums appear the same in each.

 

Help answer your question? If so, remember to accept this solution today.

 

Best,
Frank

 


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
2 Replies 2
MFrankJohnson
Solution
Thought Leader

Custom Columns change when filter is applied

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: When I apply a filter, it changes the columns which are displayed and their order. How can I get this to remain the same across [all] filters??

 

Short A: Manually save each one, one at a time. (by design)

 

Longer A:

HubSpot filters can be saved as 'views'. Those views are NOT related to each other in any way. In other words, there's no 'master view template'.

 

When you save a HubSpot view it saves the data AND the columns presented (in their existing order at the time of the save or update).

 

That being said, you'll need to re-save each of your views after updating the columns in order to make the same colums appear the same in each.

 

Help answer your question? If so, remember to accept this solution today.

 

Best,
Frank

 


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
WillEtheridge
Member

Custom Columns change when filter is applied

SOLVE

Thanks Frank - Option B is the better one for me!

0 Upvotes