Customize Card & Pipeline List Columns Should Save Globally
planned
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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
marked this post as
planned
I’m working on improving how Opportunity views work in HighLevel (filters, pipelines, and layouts), and before we lock anything in, I want to sanity-check a few open questions with customers who actively use pipelines.
If you’re open to it, please grab time here: https://speakwith.us/pallavi
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Felipe da Power
This is a must! Also, we need it to save on a snapshot!
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Pallavi Kothari
Merged in a post:
SOLUTION: Stop Opportunity Card Layouts from Resetting
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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, 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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Pallavi Kothari
marked this post as
planned
I’m working on improving how Opportunity views work in HighLevel (filters, pipelines, and layouts), and before we lock anything in, I want to sanity-check a few open questions with customers who actively use pipelines.
If you’re open to it, please grab time here: https://speakwith.us/pallavi
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.
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Pallavi Kothari
Merged in a post:
Custom fields in pipeline changing
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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.
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Paul Pratt
Its so frustrating that you set up the opportunity card and next time its reverted back to default
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Alex Chrisman
Please allow saving a default custom view on Opportunity cards. Kanban resets make pipeline management inefficient for teams and agencies. Saving preferred fields, filters, and sort order would be a major usability upgrade
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.
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Pallavi Kothari
Merged in a post:
Save “Manage Fields” Opportunity Card Customizations Across Logins, Devices, and Users
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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.
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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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Atul Kumar
Pallavi Kothari cool, is this available now? If not what's planned date?
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