Improvement! Save Default View on CRM Contacts List

It is now possible to save a default view of your CRM Contacts list. Each time you return to the CRM (Contacts) list, your default settings and filters will be applied.  

For example, you can create a default view of just your contacts by setting the Assigned To field to yourself and then saving that view.

Here's how to make it work:

  • Select your preferences from the drop-down menus
  • Click Save View 
  • Your settings are now applied.

Default views are saved by user and not by company, so each user can customize the view that best suits their role.

Comments

0 comments
Please sign in to leave a comment.