Accounts default view to just 'customer'

[GaryDuckman]

Hi guys,

Just testing CommitCRM and so far so good, but I would like to set the default view when clicking the accounts button so it only shows 'customers' rather than '[all types]'.

Is this possible?

Thanks

Gary

[Support Team]

Re: Accounts default view to just 'customer'

Thank you for posting this. You can set Accounts window to be loaded with such a filter when starting RangerMSP application. First you should filter the Accounts window to show 'Customer' and then save this configuration via Windows menu > Save current open Windows configuration for next logins.

Please note that the filter will be cleared after closing and reopening the Accounts window but as long as you do not close this Window it'll remain filtered throughout the session.

Hope this helps.