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Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
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 Author  Thread: Default Account / Contact Detail Views
Sean
Posts: 2
 
Default Account / Contact Detail ViewsYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 06 Dec 12 6:44 AM
fiogf49gjkf0d

Hi,


I can't see anyway to do this and its driving me made.


Rather than go through each individual user and drag and drop the tabs, is there any way to share a default view (like in sharing groups) such as:



  • Account Details

  • Notes / History

  • Activities

  • Attachments

  • More Tabs


Thanks, Sean
[Reply][Quote]
RJ Samp
Posts: 973
Top 10 forum poster: 973 posts
 
Re: Default Account / Contact Detail ViewsYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 06 Dec 12 4:13 PM
fiogf49gjkf0d

You've gone to the MainView for each Detail View and added the desired tab? Released the MainView to Everyone?


 


As Admin, You've gone to Tools Client Options and specified the tabs that you want the user's to see, not see, lock the visibility, etc?


 


What else did you want to do?
[Reply][Quote]
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