Customize Card & Pipeline List Columns Should Save Globally
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Alfredo Tejeda
Customizing the card or the pipeline columns in list view should save globally. I went back n forth with support for two weeks just to find out it doesn't save by default. We thought it was a bug. It seems when you edit it, it should save globally for all users or at least even for yourself, but apparently it doesn't do that either.
From developers: "Customization on the card is browser & system-specific. It is not saved in the backend so customization settings on one system won't be shown on other systems."
This is useful for specific industries that always view a list/card a specific way. I'm not even able to do this for my clients by logging in as them! It won't work since it's just browser specific. There is also no indication of this in the UI, so it seems like a bug.
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Pallavi Kothari
Thanks everyone for raising this.
Here’s how it works today:
Your chosen card/list fields are stored in local browser storage, so they’ll reappear the next time you log in on the same browser/device.
They reset if cache is cleared, you log in from a new browser/device, or if storage is wiped.
What’s coming:
On our roadmap for next quarter, we’re building Opportunity Smartlists. These will:
Save fields, filters, and sort order in the backend (not tied to one browser),
Work across devices and sessions,
Support pipeline-level defaults set by admins, while still allowing personal user tweaks.
This should solve this by — both making views “stick” for yourself and enabling a consistent setup across your team or clients.
Appreciate all the feedback here — it’s helping us shape this the right way.
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Alfredo Tejeda
Pallavi Kothari Awesome! Will I be able to save them in my snapshot? So when I create a new sub account it'll default to what view I have?
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Keith Besherse
Pallavi Kothari, thank you.
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Michael R Burke Ii
GoHighLevel is borderline unusable until this happens.
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Keith Besherse
Michael R Burke Ii, There are many things like this in HighLevel once you look under the hood. The people who are highly successful with HighLevel are using only a small portion of the features that actually work and ignoring the advanced, nice-to-have, or more intriguing features which attract attention but don't actually work as a non-technical marketing agency or marketing director would expect. Many of the "features" are not complete end-to-end operational solutions; instead these features are an ideas board suggestion turned into something with the title as quickly as possible without an analysis of the operational requirement. Robb Bailey, This is the issue. The rush to announce a "new feature release" means that many of those features are incomplete.
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Michael R Burke Ii
Keith Besherse are you using GHL successfully?
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Keith Besherse
Michael R Burke Ii, to my definition of successfully, yes! Absolutely. Unequivocally.
My primary interest here on the ideas board is to shape the future development so when new users adopt HighLevel it actually meets their expectations. I am trying to convince Sales & Marketing that the Core Platform cannot have skateboard model features anymore. But, Shivam HighLevel & Chase Buckner, I realize I am the boy who cried wolf.
There are parts of The Platform which I studiously avoid exposing to my clients (even my SaaS clients, but especially my agency clients) because I know those functions don’t work as well as the marketing message implies. The third party products work better. HighLevel is trying to be all things to all people instead of being pretty good at a core set of cross-industry functions (communications). It isn’t a great ecomm platform or project management platform. And its analytics are just now catching up (as you have noticed).
How long have you been using HighLevel?
What is your business/how do you use HighLevel for your business?
What makes HighLevel unusable for your application?
Why only borderline unusable? What does work for you?
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Michael R Burke Ii
Keith Besherse I have a digital marketing agency, and Ive used GoHighLevel off and on for like 8 years if I have a client recommend it, and each time I end up here... disappointed, stuck and feeling like the client or I are getting ripped off. If it can't be the all in one then it has no selling point.
The fact I can't even leave managed fields the way I want them or set them for users makes GoHighLevel usable as a CRM, it's main service.
I've been playing with SuiteCRM and think I found my alternative. I'm comfortable with coding and since ChatGPT has advanced when it has come to web and app development (particularly with WordPress and Flutterflow) Ive been nearly unstoppable. Honestly my dream was to develop my own CRM like GHL but that does seem overly ambitious, at least for now - but SuiteCRM gives me the framework, has the customization, the community, the plugins and a documentation AI knows... I'm going here and its free minus needing to pay for HIPAA complaint hosting for my medical clients. Much better to scale.
Goodbye HighLevel!
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Keith Besherse
Michael R Burke Ii, You might want to talk with Andrew Mark about alternatives.
Shaun Clark, Do you see what the skateboard model is doing here? Early adopter personality types are willing to work around limitations. Mainstream users aren’t. The mass market audience expects it to work as advertised. I am a mass market kind of guy who was introduced to the industry by a partner, I was not migrating from some other platform. I don’t know how to do digital marketing without HighLevel. I accept the limits of HighLevel features which I know are still skateboards and scooters. But even the bicycles are quite frustrating. I am comfortable enough with the platform to know where the holes are. Most people are surprised by those gaps.
I would suggest that the feature being discussed here is either bicycle or motorcycle level. Michael Burke II is overreacting to call the entire platform unusable without this ability in reporting/tracking. Still, for him it is clearly a deal breaker.
I’m not trying to chase away your customers. I am trying to help them make a good buying decision. And I am hoping to help you find a more stable process for product development prioritization.
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Shaun Clark
Keith Besherse I've sent this to the team, but I fully expect that this and many of these small but important features are already being released near daily, if you look at the changelog you can see update after update that address many of these things, when the system is as big as it is there a lot of them and they take time to all get to but the team is heads down on completing all of them before the end of the year and already making great progress.
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Michael R Burke Ii
Keith Besherse I will agree I am overreacting. I accept limitations too, but my clients need solutions and I keep getting here with GHL. GHL is not a good solution for marketing.
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Keith Besherse
Shaun Clark, yes. I see progress on the existing features. I also see a continued focus on pretty new features in the town halls. I think your project management system needs a reevaluation. (My professional opinion.)
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Rich Ribeiro
Shaun Clark For sure! I was the one that put in the idea request for customizable opportunity cards and after a few months went from reviewed to in progress and then complete.
Is it a slow process? It may seem like it, but they're working on it. Recently, much more than they were a year ago. And remember, updates are free (no change to our monthly cost).
The best way to implement GHL is use the few strong features that work, wrap your system around that, then slowly implement the new stuff as it comes out.
Good luck Michael R Burke Ii.
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Michael R Burke Ii
Rich Ribeiro the best thing to do is get a product that works and allows you to customize the things that don't.
GHL is trash.
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Rich Ribeiro
Michael R Burke Ii Sorry you feel that way! GHL is now our main software, are despite some setbacks. Seeking improvements is one thing, complaining is another. Why waste your time in the GHL forums?
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Tom Manson
yes need this
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John Flaniken
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John Flaniken
Situation
Currently, we can customize opportunity card fields and quick actions using the "Manage Fields" menu on the Pipeline screen. With just a few minutes of setup, each pipeline can have a clean, focused layout showing only what’s relevant (e.g., two different pipelines, two different card setups—see attached).
Problem
These settings are local to each user's browser, can’t be set by admins, and reset anytime a user logs out or clears cookies (see attached example of the reset view). This forces us to manually adjust the settings on each user’s device to maintain clarity—an ongoing frustration.
Solution
Save "Manage Fields" settings at the pipeline level so they're consistent across users and don’t reset. Ideally, you could also define a Default Field and Quick Action View at the pipeline level—giving execs control over the default layout while still allowing users to make personal adjustments if needed.
This would dramatically reduce friction and make multi-pipeline management far more scalable.
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Linda Wilkinson
It is frustrating and time-consuming to update our preferred settings, especially on the pipeline when we need specific information on display for review on a daily basis. Please arrange for this to be implemented at the earliest opportunity.
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~Rashid Huseyn
YES! It would be extremely helpful if the view would save in the backend. Right now I do not want my clients to see the TAGS quick action, but I just can't disable it. I also don't want them to see the Opportunity Source by default, would rather put a custom field there...
If this was to be implemented, I see two potential ways:
- The view would be attached to Pipeline Settings and could be pushed through Snapshots. This is ideal, as we could then better customize our clients' experience very quickly, by pushing through snapshots. We can also choose not to override clients' saved view
- This would be saved with each user's account, so Admins could at least LOGIN AS their client and customize the view during onboarding. Not ideal but at least a valid solution
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Keith Besherse
Michael Pacheco, here is something that should be in snapshots...
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Rich Ribeiro
How did you get this color-scheme on your opp card?
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Alfredo Tejeda
Rich Ribeiro I customized via css
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Rich Ribeiro
Alfredo Tejeda Word! Do you have to be an agent account to do that?
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Keith Besherse
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Michael R Burke Ii
Keith Besherse doesn't work once you log in and out...
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Keith Besherse
Michael R Burke Ii, yes. Notice the time stamps of when I suggested the two ideas are related. HighLevel marked the August version as "complete" but not this (November) version.
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Upscalingnow Support
Yes!!!!
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