Last updated: October 9, 2024
Available with any of the following subscriptions, except where noted:
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Users with Super Admin permissions can set defaults for views included on each object index page. Admins can access and configure the following:
- All views: view and manage all the account's views.
- Default view customization: set the default view tabs for an object index page.
Manage all views
Super Admins can view all the account's views to monitor the filters and visibility settings. Admins can delete custom views, as well as edit view filters, columns, and sort order.
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Objects, then select an object.
- Click the Index Customization tab.
- Click All Views.
- On the All Views page, custom views are shown for the object you were viewing. To filter custom views:
- To filter by other objects, click the Object type dropdown menu and select the objects you want to include.
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- To filter by certain view owners, click the Owner dropdown menu and select the users whose views you want to include. Super Admins will be able to see all views, while other users can only see views they have access to.
- To retrieve all views regardless of the object or owner, clear all checkboxes in the dropdown menus.
- To open a view, click the name of the view. On the index page, if you created the view, you can edit it. Super Admins can also edit the view's filters, columns, or sort order. Once you make changes, click Save to apply them moving forward.
- To view a preview of the view's sharing settings and filters, hover over a view and click Preview.
- To copy a shareable link to the view, hover over a view and click Share.
- To manage a view, hover over a view, click More, then select an option:
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- Delete: delete the view. In the dialog box, click Delete to confirm. The view will be deleted, but the records included in the view will not be deleted.
- Create report (Professional and Enterprise only): navigate to the report builder to create a report based on data from the view. You cannot create a report based on data in a calls or payments view.
- Clone: clone the view. In the dialog box, enter a name for the cloned view, then click Save. A new view will be created with the same filters.
- Export: export the records in the view. Learn more about exporting records.
- Manage sharing: update which users have access to the view. In the dialog box, select to make the view private, share it with your team, or share with all users in the account. Click Save to confirm.
- Rename: update the name of the view. In the dialog box, enter a name, then click Save.
- To view HubSpot-created views, click Standard views. In the right panel:
- Click an object to expand the object's standard views.
- To open a view, click the name of the view.
- Hover over a view and click Actions to clone or export the view. Depending on the view, you can also create a report (Professional and Enterprise only).
- Click the Default views tab to set up an object’s default views.
Set default view tabs
For new users and users who haven't customized tabs, the account-wide defaults will automatically appear when they navigate to that object. For all users, the default views will be included in the Admin promoted section shown when adding a view. Users can update their own view tabs at any time, which will override the account-wide defaults.
To set the default view tabs for an object:
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Objects, then select the object for which you want to edit the default view tabs.
- Click the Index Customization tab.
- Views for the object you selected are shown. To edit another object's default views, click the Object dropdown menu, then select the object.
- In the left panel, select the checkboxes for the views you want to appear. The Standard Views card includes HubSpot-created views, and the Custom Views card includes the user-created views with visibility set to Everyone.
- To change the order of the tabs, click and drag a tab. If you place a view in the left most position, it becomes the default view, which opens each time a user navigates to the index page. For deals, tickets, and custom objects, the default view also applies to board view.
- To remove a view, click the X on a tab.
- Once you're done, click Save in the top right.
The default tabs will appear for new users moving forward, and for existing users who haven't yet modified their view tabs. Learn how each user can customize their own view tabs.
