CRM

Adriana
Member

How to create a default companies view

SOLVE

Hi there

 

How do I create a default view for the "companies" page for specific members of my team?
So that specific properties - as defined by super admin - will display for all team members when they click "companies" each time they click on this tab. This is instead of users having to change the filters and properties to view every time. 

I know that this is possible in sfdc.


Thanks! 

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How to create a default companies view

SOLVE

Hi @Adriana 

 

You can not create different default views for different users, you can only create a global default views. 

 

Be aware, that if a user has already modified their personal view, changing the global detail will not fully override their changes. 

 

Read more here: Select properties to show under the About section in a record

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How to create a default companies view

SOLVE

Hi @Adriana 

 

You can not create different default views for different users, you can only create a global default views. 

 

Be aware, that if a user has already modified their personal view, changing the global detail will not fully override their changes. 

 

Read more here: Select properties to show under the About section in a record

 

Hope this helps.

Phil Vallender | HubSpot Website Agency