CRM

DerFabian
Colaborador

Open Company Record with Overview Tab (not Activities)

resolver

Dear community,

 

a single company record has three tabs: "Overview", "Activities" and "Intelligence".

 

If I enter a company record, by default, Hubspot shows me the "activities" tab.

 

Is it possible to change that for all users, that the "overview" tab is opened by default?

0 Me gusta
2 Soluciones aceptadas
DerFabian
Solución
Colaborador

Open Company Record with Overview Tab (not Activities)

resolver

I just realized that you can edit the view under "Objects" and "Record Customization". There I found on the top the link for "Change tab order". That is precisely what I was looking for. 🙂

Ver la solución en mensaje original publicado

0 Me gusta
nmckeon
Solución
HubSpot Employee
HubSpot Employee

Open Company Record with Overview Tab (not Activities)

resolver

Hey @DerFabian ! I'm a product manager here at HubSpot, and I just wanted to explain this functionality as it is today.

By default, the last tab viewed - per object type - is the one that you'll see when you visit a record. So, if you last viewed the Overview tab for a Company record, that's the one you'll see when you visit another Company, regardless of the order of the tabs.

Changing the tab order does not influence which tab is shown first (although we're having discussions around changing this logic.) 

Hope this helps!

Ver la solución en mensaje original publicado

2 Respuestas 2
nmckeon
Solución
HubSpot Employee
HubSpot Employee

Open Company Record with Overview Tab (not Activities)

resolver

Hey @DerFabian ! I'm a product manager here at HubSpot, and I just wanted to explain this functionality as it is today.

By default, the last tab viewed - per object type - is the one that you'll see when you visit a record. So, if you last viewed the Overview tab for a Company record, that's the one you'll see when you visit another Company, regardless of the order of the tabs.

Changing the tab order does not influence which tab is shown first (although we're having discussions around changing this logic.) 

Hope this helps!

DerFabian
Solución
Colaborador

Open Company Record with Overview Tab (not Activities)

resolver

I just realized that you can edit the view under "Objects" and "Record Customization". There I found on the top the link for "Change tab order". That is precisely what I was looking for. 🙂

0 Me gusta