Method Community

Everytime I log into Beta and look at my contact list, I have to re-choose "Shared Active Leads" from the dropdown. Can't Method remember this?

Hello cenesdelavega,  

   You can set the filter for the screen.  Here are the steps:

1. Enter the screen designer for the screen.  Make sure it says Design Mode at the top of the screen.

2. Click the grid for the Contacts List in the design section.  On the right-hand menu, click Filters & Views sub-menu.  Click Grid Views.

3. The View List will pop-up.  Click the Star icon for the Filter you want to be the default for the screen.

4. Click Save & Close.  Click Save on the screen designer.

Step 2 example

Step 3 example

I hope this helps,

Greg