How do I change the default view to show 'All emails' instead of 'My activities' when I go to Activities?

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Posted on by Kamilcmm

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As the title says, whenever I go to Service > Activities the first thing I see is 'My Activities' and I manually have to go to Email and then All Emails. Is there a way to set 'All Emails' as the default thing that comes up whenever I go to Activities?

Many thanks for your help in advance

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Charles Abi Khirs 3,569 on at

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RE: How do I change the default view to show 'All emails' instead of 'My activities' when I go to Activities?

Hello,

You cannot directly set the built-in All Emails view as the default view.

What you can is the below:

1. Open Customization > Customize the System

2. Go to Activity Entity > Views

3. Create new system view and call it "All Emails"

4. Change the filter criteria of this view and add "Activity Type = Email". Save and Close the View.

5. In the Views list, select the new View created in step 4

6. In the header, select "More Options" > Set Default

7. Publish all your customization

8. Reopen your CRM