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Go straight to your preferred view in any database by selecting a favorite to use as a default view.

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

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

Setting a default view for a sales database.

Remove a default view

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

Change a default view

To change to a new default view, simply select Actions (blue star) > 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 (blue star) > 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.

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