How to change the default custom view in a module's home page?
The modules in Zoho CRM have a default custom view. For example, when you click on the Leads tab, you may see the records listed under My Leads list view. You can change this view and set the default view as All Open Leads.
To change the list view, follow these steps:
To change the list view, follow these steps:
- Click the [Module] Tab that you want, like Leads, Accounts or Contacts.
- In the [Module] home page, move your mouse pointer to the list view's drop down.
- Click the Create View link.
- In the Custom View Settings page, choose the list view from the New View drop-down list.
- Enter the custom View Name.
- Mark as Favorite, if required. The custom list views marked as favorite will be listed first in the list view drop-down.
- Click Save.
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