HubSpot Ideas

BukunmiOdetayo

View & Filter Records

Hi wonderful people,

 

I have been working with this client who's using HubSpot for the past 2 weeks. Sometimes, they would love to create a contact table view which they will share with everyone in the team and lock this view so no one else is able to tamper with it. In short, they want to have control over a specific table view which they call "Master Contacts View" and be able to share with everyone. However, only they will be able to edit that particular view. They want a situation whereby when everyone clicks to see the contacts page, that specific table view can be set as a default where everyone lands on but cannot edit, although team members can create other table views for themselves if they want.

 

Secondly, still, on the contacts table view, they want to be able to "pin, edit, create and make defaults" filters just as we have with views.

 

I told them I would submit the idea and see what @hubspot can do about that.

 

Very best regards,

Bukunmi-Matt