SOLUTION: Stop Opportunity Card Layouts from Resetting
J
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, 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.
Log In
P
Pallavi Kothari
Merged in a post:
⚠️ Pipeline view settings are not saved correctly
H
Hepson David
Even after configuring the visible fields of the pipeline and saving, the settings don't persist. When you exit or reload the page, the fields return to the default.
Impact:
It generates rework and makes it difficult for different users to use the tool consistently.
P
Pallavi Kothari
Merged in a post:
Custom fields in pipeline changing
P
Princess Canete
Opportunity Card Fields Reverting to Default:
Custom field resets/revert back to the default view after a certain period of inactivity or after a session reset.
If we can "Manage Fields" then it should be able to add a customised field that is integral to the way the opportunity cards have been set up for use in the pipeline.
J
Josh Salazar
Yes I am having the same issue, please add this feature! Being able to set up how we want our team to view the Preview Cards would be soo helpful. There are certain fields that make our team more productive and efficient during their work process. And having to set up that preview card up EVERY SINGLE TIME you log in creates unneeded friction for the process.
P
Pallavi Kothari
Merged in a post:
Save “Manage Fields” Opportunity Card Customizations Across Logins, Devices, and Users
F
Freddy G
Hi GoHighLevel Team,
I love the ability to customize Opportunity Cards in the pipeline view using “Manage Fields,” but I’ve noticed these settings reset every time I log out, clear cache, switch browsers, or change devices.
This appears to be because “Manage Fields” is currently saved only in local browser storage, which means:
The layout is unique per browser/device and doesn’t carry over to other team members
Any browser reset or logout forces me to re‑customize the view from scratch
Feature Request:
Please allow Opportunity Card “Manage Fields” settings to be saved at the account/server level, so they:
Persist across logins, devices, and browsers for the same user
Can be set as default layouts by admins for specific pipelines or all pipelines
Can be optionally shared across all users in a sub‑account for consistent team workflows
Can be included in snapshots for rollout to other accounts
This would save significant time, ensure consistent data visibility across the sales team, and improve overall user experience.
Thanks for considering this improvement — I know many users would find this valuable.
S
Shanna Raper
PLEASE!! (insert prayer hands emoji)
R
Rich Ribeiro
Yes!!!!