Default view with account and customers only

[netplatforms]

Hi,

Is there a way to default the view on CommitCRM that when you launch it automatically opens up accounts section with customers only?

[Support Team]

Re: Default view with account and customers only

Yes, you can select to automatically start the Accounts window (or any other Window) when RangerMSP starts. It'll also "remember" that you filtered to only see Customers in the list.

For this, open/arrange the relevant Windows that you wish RangerMSP to load once you log into the system, then go to menu: "Windows" > "Save Current Open Windows Configuration for Next Login".

I hope this helps.
Dina