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How Can I Set a Default View?

You can save customized filters and column layouts as a View, then set one as your default so it opens automatically every time you visit that page.

Step 1: Create or Save Your View

  1. Go to the module you’d like to customize — for example, Bookings, Events, or Invoices.

  2. Apply your preferred filters and columns.

  3. Click Save View (💾) at the top-right.

  4. Choose Save as New and give your view a clear name (for example, Upcoming Tentatives & Definites).

  5. Choose whether to make it Private or Shared, then click Save.

Apply filters and columns in the Bookings List view. Hit the Save icon to save this particular view.

Your new view will now appear in the Pinned Views list on the left-hand side.

Step 2: Make It the Default View

  1. Hover over the Pinned Views panel on the left.

  2. Find the view you’d like to make default.

  3. Click and hold the six-dot icon (⋮⋮) next to the view name.

  4. Drag and drop it to the very top of the list.

The view at the top of your pinned list becomes your default view automatically — no extra buttons or confirmations needed.

Step 3: Reorder or Remove Views

  • To change the default again, simply drag another pinned view to the top.

  • You can also open All Views to manage, rename, or delete saved views. (Depending on your role - you can not change Views that were created by an admin or chain admin).

Tip: You can have separate default views for each module — for example, “Definite Bookings This Month” for Bookings and “Pending Payments” for Invoices.

Troubleshooting Filters

When filtering Accounts by city or province/state, you may encounter issues where no results appear. This is often due to overlapping or conflicting filters. Follow these steps to resolve the issue:

  1. Check for Active Filters: Ensure no other filters are currently applied that might narrow the results excessively.

  2. Apply Filters Sequentially: Add only the filter you need (e.g., City or State), enter the value, and click 'Apply.'

  3. Search by Province: If you track Canadian provinces in the State field, use the State filter to search by province, then click 'Apply.'

By carefully managing your filters, you can ensure accurate and relevant search results.

By default, when you log into Event Temple, you will always be taken to the Bookings page—this cannot be changed. However, depending on your preference, you can save a specific Pipeline or List view so that your favorite layout automatically loads as your opening screen.

To bypass this default landing page, you can use a browser-based workaround:

  1. Open the Accounts page (or your desired page) in your browser.

  2. Bookmark the page in your browser.

  3. Use this bookmark to access the Accounts page directly whenever needed.

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