Skip to Content
Menu
This question has been flagged
2 Replies
2942 Views

Hello,


I want to change the Default Page of the CRM. When someone enters the CRM tool via the menu the Team Pipelines should be as Default Page and not the pipeline with the filter "My Pipeline". At the moment I can find the Team Pipelines under CRM > Sales > Team Pipelines. This page should be the default page. Does someone please know if it is possible to change that and if yes, where I can do that?


thanks, joe

Avatar
Discard
Best Answer

Alternately, you could also change the action on the menu

While on developer mode Settings>technical> Menu Items 

search and edit CRM

Change 'Action' field to ir.actions.act_window and select "Team Pipelines" from the list

Save and refresh

Avatar
Discard
Author

thank you!

Best Answer

Hi,

turn on debug.
go to settings/technical/menu items.
search for crm.

where you will see main meniu(change sequence, to manage it. after that go to in this menu item to submeniu and change there.
refresh and etc.

and then go to and then go to crm. refresh teams and save current search and make it default

Avatar
Discard
Related Posts Replies Views Activity
1
Apr 20
3411
5
Jul 24
12051
1
Jun 24
245
1
Jun 22
1884
1
Aug 21
1592