Hi everyone,
We're looking for a way to set up different default column views (presets) in the Product Summary grid depending on the user's group/role.
Context: our AEs and AMs work on different motions (New Business vs. Expansion), so they don't need to see the same KPIs. Today, "Make Default" seems to apply a single column layout for everyone, and each user has to manually re-adjust columns via "Adjust Columns".
Questions:
1. Is it possible to define group- or role-specific column presets so each user group lands on the right view by default?
2. If not natively supported, is there a recommended workaround (e.g. profile-based configuration, multiple saved views)?
Thanks a lot for any guidance!