Page Comparison

To do this, select Actions > Set default view to bring up a list of favorites, inlcuding any those have saved and any shared with you.

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Select the favorite you’d like as your default view and save. Note that this will only be the default view for you.

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Setting a default view for a sales database.

Remove a default view

To remove a default view go back to to Actions > Set default view and select ‘Use standard view’.

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Change a default view

To change to a new default view, simply select Actions > Set default view and choose a favorite.

Create a favorite to use as your default view

You may prefer a totally different view of your database, and if that is the case you simply need to save that view as a favorite and then set it as your default view. To to this go to Actions > Save a favorite. Once you’ve saved the favorite it will appear in the list for selection as a default view. See more about saving favorites.