Friday, August 27, 2010

Setting the Default View in CRM

Although the default view of entities in CRM is generally adequate, many times you will want to change the default view to something else. You do this by going to Settings-> Customization-> Customize Entities and then editing the entity in question.

I will customize the Contact entity. Select Forms and Views and then select My Active Contacts (only select we don't want to edit at this time). Now click the More Actions button and Set Default. Now you've changed your default view.

No comments:

Post a Comment