Thursday, December 19, 2013

MSCRM: Quick Way to Set Default View

Here's a quick but handy tip on setting your default view.  Let's suppose you are looking at a list of LEADS:
The default is My Open Leads.  I know this is the default because the push pin is pointing down.  To change the Default View to something different:

1. Click on the down arrow next to the View to see the available Views:

2. Select the View you'd like to make your Default View.  In this case, I want Open Leads:

3. Set the View as Default by clicking on the Push pin on the left side of the View name:

We've successfully changed our default view:

1 comment:

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