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Hi All Exert,
how to change default view to public view.I Tried to created public view with my logic but I can't good solution. So I try to advance find and added condition as per my logic and then created default view.But Now I will create view public view. Please find attachments of screen sort.
any idea ?
As I understand you right, you want to create a public/system view. Please have a look at this link on how to create a system view:https://crmbook.powerobjects.com/system-administration/customization/customizing-views/(Settings -> Customization -> Customize the system --> Entities -> Choose entity -> Views)
If you want to set a view as default view, you can do it like thisOpen Avanced Find -> Saved Views --> mark a view an then click on "Set as default view
Hope it helps
If you want to change the actual default view as Public view you need to go to Settings ->Customization -> select the Entity and select View.
form there defines another view as default view. for that select a view and go to More Action on the tab and select 'Default view'.
The previous default view will return to Public view and the new selected view will be the default view.
If you want to create a new view on the same page select New and create a new view and save it.
I guess you need to create new public view for this contact entity and once the public view is create then you can set this view as default view for your CRM organization based on steps shown below..
You can select any other view as default view. by selecting a view and go to More Action on the tab and select 'Default view'. Selected view will be default view and other view will be the Public view.
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