Set Custom contact default views (eg. notes tab instead of Activity)
A
Ammon A
Makes call center staff more efficient, because they can set their most viewed tabs as default.
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P
Pallavi Kothari
Merged in a post:
Default contact view to Notes instead of Activity. .
T
Tracey Lipnicki
What I spoke about with a contact is WAY more important than how they got to me if we have spoken already and the contact page loads WAY too slow. Please make note the default view not activty for contacts. And even better in conversation view make the notes field visible there too, that way I dont have to click to get to contact view and then click again to get to notes
P
Pallavi Kothari
Merged in a post:
Allow users to set a default history tab in the contact record
S
Sheryll Chua
Currently, when you open a contact record, the Activity tab is displayed by default. However, some users prefer to see the notes or the tasks instead as it's more relevant to them and this is part of their daily routine.
Allowing users to set their own default history tab will be helpful in ensuring efficient and swift access to the information most relevant to their activities.
J
Jeff Jordan2
I agree to be able to customize the view according to how each business best needs to view the contact list .