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TV Active Contacts in Account/Contact View RRS feed

  • Question

  • The default for the Contacts list within an Account is "My Active Contacts". How do I change the default to "Active Contacts"? I have changed the Default Public View for both the Accounts and Contacts entities to Active Accounts and Active Contacts. But this apparently does not roll down.
    Thursday, October 6, 2011 4:15 AM

Answers

  • Thanks, Aditya. I ended up doing a support case for this, and that's what the engineer told me. I got it done.
    Friday, October 7, 2011 4:21 PM

All replies

  • Hi,

    As far as i understand contacts showing up under Account form is actually a subgrid and hence changing the default public views won't change it. You will need to customize the form and double click the contact subgrid to open the subgrid properties and then change the default view. Once the customizations of the form are saved and published the default subgrid view will change. 

    Thursday, October 6, 2011 11:15 PM
  • Thanks, Aditya. I ended up doing a support case for this, and that's what the engineer told me. I got it done.
    Friday, October 7, 2011 4:21 PM