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How to make different layouts for different users in the Leads tab.

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  • How to make different layouts for different users in the Leads tab.

    How to make different layouts for different users in the Leads tab?
    Conditions:
    There are 5 users: A, B, C, D, E
    They're all in the same group: The Smurfs.
    Everyone has different roles.
    Due to the fact that all roles are different, everyone should see their own layout.

    In this way, you can make the layout different for everyone, but it doesn’t work, because it is the same for everyone.
    Administration > Layout Manager > Leads > List.

    how to make different users have different layout in about tab Leads?​

  • #2
    If users are in the same team, it's not possible at the moment. It's only possible to assign a Layout Set for teams. It was planned to implement the ability to assign layout sets to specific users in the future.

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    • #3
      coca22052022,

      As a workaround, you can create 5 different Teams, each with 5 different Roles:
      - Smurf A for Role A (for User A).
      - Smurf B for Role B (for User B).
      - Smurf C for Role C (for User C).
      - Smurf D for Role D (for User D).
      - Smurf E for Role E (for User E).

      Then set the corresponding Team as the Default Team for each User (the Default Team is responsible for the individual Layout for the User).​

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      • #4
        Will be available in version 8.0

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