Save filters on the Opportunity Card view
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Natalia Arroyave
When using the option "Manage Fields" on Opportunities and selecting the options I want to see on the card I need to do the filters every single time I log in because it is not saving that as default or desired view.
Log In
T
Tom Mckenna
The default value of the cards in the Opportunities area is useless as is and I learned today that every time I save a customized view and I see it revert back to the defaults: Name, Business Name and Opportunity Value - that's supposed to happen. I have saved a customized view in the Manage Fields section only to see it revert to the default over and over again, and that's intentional I found out today, not a bug. I even told a client to expect to see the new customized view I set and now I have tell that same client it will not save like that. I need to see Name, Created Date, Updated Date, Email and Phone saved - not set the cards up like that only to see them revert back Name, Business Name Opportunity Value like my screenshot.
K
Kimberlee McAllister
Any update on this??
We have clients that are getting soooo frustrated with this functionality.. And I get it!
B
Bryce Claudin
Need this yesterday
J
Jess Buxton
This NEEDS to be added. What's the point of adding the feature if we can't save the fields? Please add this one
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Kyle Kurzhal
Yes, we need this! I've been working with several clients lately that noticed their chosen fields are "disappearing".
The problem seems to be that they are not being stored persistently, but rather as some form of browser-related state (like cookies).
I can confirm this is a problem when I log into an account from a different browser or from an incognito browser, and the opportunity cards that I had previously configured do not display the saved options.