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Default Settings for 'View' in Accounts RRS feed

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    Hi,
    I think is probably an easy question, but I couldn't seem to figure it out.
    Is there a settings function in CRM, where my colleagues can set their default setting under 'View' to 'Active Accounts' as opposed to the default 'My Active Accounts', so they don't have to swicth it manually each time?
    If so, could you let me know how?
    Thanks!
    Alex
    Monday, January 11, 2010 6:34 PM

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    Currently, the default system view is set by the administrator under customize entities.  I believe you can change the default view but it will change it for the entire organization.  

    The steps to set the Active Accounts as a default view for the Organization follows:

    Go to Settings
    Go to Customization
    Go to Customize Entity
    Select Account
    Highlight the Active Account view
    select 'Set as Default' from the More Actions menu
    Publish your changes


     
    Best Regards, Donna
    Monday, January 11, 2010 6:37 PM

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  • Question
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    Currently, the default system view is set by the administrator under customize entities.  I believe you can change the default view but it will change it for the entire organization.  

    The steps to set the Active Accounts as a default view for the Organization follows:

    Go to Settings
    Go to Customization
    Go to Customize Entity
    Select Account
    Highlight the Active Account view
    select 'Set as Default' from the More Actions menu
    Publish your changes


     
    Best Regards, Donna
    Monday, January 11, 2010 6:37 PM
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    Hi, Alex.

    There are no such in-build settings in CRM. But it can be done using this customization .
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    Monday, January 11, 2010 6:41 PM
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