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Can I Save the View in an Account or Contact Booking Summary?
Can I Save the View in an Account or Contact Booking Summary?
Updated over 11 months ago

Related Questions:

  • Is it possible to save multiple views in the Contact and Account Booking Summary sections?
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Answer:

While the Contact Summary and Account Summary sections do not offer a way to save multiple views, any changes made to the columns will be automatically remembered and saved.

When viewing a list of associated Bookings in the Account or Contact Summary, the Filters will not be remembered or saved.
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