Name of Feature/Request: I want to have different default view for my customer and vendor tabs
What financial, time savings, or quality of life improvements will occur from this: To have a different default view for customer and vendor tabsThings to Consider: It appears that he can not have different default view for the different tabs. It would make sense that when the customer go to customer tab he will see his customer list and same with the vendor tab. He is hoping to save couple mouse clicks each time he toggle back and forth between the 2 different viewsFiles/Links/s:Original Description:Received the inquiry for Striven Support Chat:I can not seem to set separate default search criteria for customers and vendors. When i go to the customers tab and select list view, I would like the default view to be customers only. when I go to the Vendors tab and go into list view, I would like it to display vendors only. is this possible? | Frequency: Multiple times during a normal operating day
Attempted Solutions So Far: Used manage saved searches but it still appears that he can not have different default view for the different tabs. As per the tenant, “To us, ‘Customers’ and ‘Vendors’ are 2 different things. Your software even shows that, you have a tab for each of them. Why would they share the same filters and default view? Customers are those who we provide service to. Vendors are those who I go to purchase my goods. When I access my Customers, I would like my default view to be my active customers. When I access my Vendors, I would like my default view to be my approved Vendors.”
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Received the inquiry for Striven Support Chat:I can not seem to set separate default search criteria for customers and vendors. When i go to the customers tab and select list view, I would like the default view to be customers only. when I go to the Vendors tab and go into list view, I would like it to display vendors only. is this possible?
Added by System as Task Type was changedStriven Support Specialist Fills OutResult: Moved to Future Features | Previously accomplished: Manage Saved Searches
StrivenID: 2503251