How to change the default custom view in a module's home page?

How to change the default custom view in a module's home page?

The modules in CRM have a default custom view. For example, when you click on the Leads tab, you may see the records listed under My Leads list view. You can change this view and set the default view as All Open Leads.

To change the list view, do the following:

  1. Click Setup Customization > Custom View Settings.
  2. In the Custom View Settings page, choose the list view from the New View drop-down list.
  3. Click Save.
    • Related Articles

    • Home Currency Change Request Confirmation

      We have restricted changing the home currency because it will affect existing records. The following are the effects of changing the home currency,  i) The currency of all the existing records will be set with the new Home currency (say USD) and all ...
    • Home Currency Change Request Confirmation

      We have restricted changing the home currency because it will affect existing records. The following are the effects of changing the home currency,  i) The currency of all the existing records will be set with the new Home currency (say USD) and all ...
    • New User’s Visitor History View

      The Visitor history page view when no visitor is tracked on your website. You will see two default tabs available “All Visitors” and “Returning Visitors”. You can also click on the “ Create your own list” link and create your own visitor views.
    • Change List View in iPad

      You can change the list view that helps you filter the required data based on specified criteria. In each module all the standard and custom list views are available To change list views Go to any module. The records will be listed based on the List ...
    • Change List View using Android

      You can change the list view that helps you filter the required data based on specified criteria. For each module the pre-defined views and the ones created by the users will be listed. To change list views Go to any module. The records will be ...