Tips, Tricks & Best Practices

RGiesen
Member

Is it possible to set the Service overviews to "all pipelines" by default?

SOLVE

Hi there!

 

As the title said, Is it possible to set the Service overviews to "all pipelines" by default?

RGiesen_0-1643115123964.png

 

Thank you

 

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to set the Service overviews to "all pipelines" by default?

SOLVE

Hi @RGiesen,

 

If you have a view that shows all pipelines, you can pin that view. When you navigate back to Menu > Service > Tickets, you should then see all pipelines.

 

karstenkoehler_2-1643115820798.png

 

For me, for example, the "All tickets" tab will show you all pipelines by default.

 

If you want to make this change for an existing tab/view, click "More filters" (center of the screen), remove the filter options for Pipeline (in the sidebar that pops up) and then save the view (top right of the screen). You can then make this view a default.

 

karstenkoehler_1-1643115802615.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to set the Service overviews to "all pipelines" by default?

SOLVE

Hi @RGiesen,

 

Got it, thanks for the added context.

 

From the dropdown at the top, can you select "All pipelines", then pin the current view and make it default?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

4 Replies 4
RGiesen
Member

Is it possible to set the Service overviews to "all pipelines" by default?

SOLVE

Hi Karsten,

 

That was almost the solution, i changed the page filter to all pipelines and clicked on the save view button. Than that filter was also saved.

 

Thank you for pointing me in the right direction.

 

Regards 

RGiesen
Member

Is it possible to set the Service overviews to "all pipelines" by default?

SOLVE

Hi Karsten,

 

Thank you but that is not the case, if you look below you can see that there is no filter for the pipeline in the view itself, the filter is on top on page lvl.

RGiesen_0-1643115819426.png

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to set the Service overviews to "all pipelines" by default?

SOLVE

Hi @RGiesen,

 

Got it, thanks for the added context.

 

From the dropdown at the top, can you select "All pipelines", then pin the current view and make it default?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to set the Service overviews to "all pipelines" by default?

SOLVE

Hi @RGiesen,

 

If you have a view that shows all pipelines, you can pin that view. When you navigate back to Menu > Service > Tickets, you should then see all pipelines.

 

karstenkoehler_2-1643115820798.png

 

For me, for example, the "All tickets" tab will show you all pipelines by default.

 

If you want to make this change for an existing tab/view, click "More filters" (center of the screen), remove the filter options for Pipeline (in the sidebar that pops up) and then save the view (top right of the screen). You can then make this view a default.

 

karstenkoehler_1-1643115802615.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.