Hi all,
I want to edit the view mode in CRM pipeline. When I open CRM module, the default view for pipeline is kanban. I want it to be list/tree view
I want the default view as list view for CRM pipeline. How can I do this?
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Hello frahh,
I would like to inform you that You can change the default view of the CRM pipeline from Kanban to List view using the Windows action. Here's how:
- Go to Settings and Enable Developer Mode.
- Navigate to Settings > Technical > Windows Actions.
- Search for "Pipeline" and open the record with the action name "Pipeline" and external ID "crm.crm_lead_action_pipeline".
- In the Views section, drag the List view to the top.
- Click Save.
After this, the CRM pipeline will open in the List view by default.
For further details, check out this video link of the Runbot version 18.0+e:
https://drive.google.com/file/d/1QPPanz_TZggSO-p2wwLmrBg2kdo5PPKY/view?usp=sharing
Hope this information will help you.
Thank you. Have a nice day!
Thank you!
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