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How to set Sales Orders & Estimates different default List Views?
Hello, I created a new view for Sales Orders and made it the Preferred List view under Roles:
However, this is now the defualt list view for Estimates as well. Can I have two separate default list views for my employees? One for Estimates and one for Sales Orders?
It isn't practical based off how many employees we have to instruct them to manually select a different view.
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