Customize Card & Pipeline List Columns Should Save Globally
A
Alfredo Tejeda
Customizing the card or the pipeline columns in list view should save globally. I went back n forth with support for two weeks just to find out it doesn't save by default. We thought it was a bug. It seems when you edit it, it should save globally for all users or at least even for yourself, but apparently it doesn't do that either.
From developers: "Customization on the card is browser & system-specific. It is not saved in the backend so customization settings on one system won't be shown on other systems."
This is useful for specific industries that always view a list/card a specific way. I'm not even able to do this for my clients by logging in as them! It won't work since it's just browser specific. There is also no indication of this in the UI, so it seems like a bug.
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R
Rashid Huseyn
YES! It would be extremely helpful if the view would save in the backend. Right now I do not want my clients to see the TAGS quick action, but I just can't disable it. I also don't want them to see the Opportunity Source by default, would rather put a custom field there...
If this was to be implemented, I see two potential ways:
- The view would be attached to Pipeline Settings and could be pushed through Snapshots. This is ideal, as we could then better customize our clients' experience very quickly, by pushing through snapshots. We can also choose not to override clients' saved view
- This would be saved with each user's account, so Admins could at least LOGIN AS their client and customize the view during onboarding. Not ideal but at least a valid solution
R
Rich Ribeiro
How did you get this color-scheme on your opp card?
A
Alfredo Tejeda
Rich Ribeiro I customized via css
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Rich Ribeiro
Alfredo Tejeda Word! Do you have to be an agent account to do that?
K
Keith Besherse
U
Upscalingnow Support
Yes!!!!