Creating a Default View

VenueOps users with roles that allow them to create shared views are able to create custom default views. These custom default views will load for your users rather than the VenueOps system default views. Default views can be assigned to specific roles, so you can have a default sales view, a default ops view, etc. A different default view can be created for each of the following pages:

  • Events Calendar (Month / Grid / Day)
  • Avails Calendar
  • Events List
  • Functions List
  • Accounts List
  • Contacts List

For some strategies for using saved views effectively, please see the full article.

  1. Click the + plus icon to open the Create View slider.
  2. Type a name for the view.
  3. Uncheck Private (viewable only by me). The Give Access To field will appear.
  4. Select the roles you want this view to be the default for.
  5. Check Default view.
  6. We also recommend checking Locked so no one can edit the default view by accident.
  7. Click Save.
  1. Select the view you want to make a default.
  2. Click the settings gear icon to open the View Settings slider.
  3. Click the edit pencil icon to open the Edit View slider.
  4. Make sure the correct roles are selected. After following these steps, this view will be the default for all selected roles.
    If a role has multiple default views, the earliest one set to be a default will be the actual default view for the role. It's best to avoid setting multiple defaults for a single role.
  5. Check Default view. (If Private is checked, you will need to uncheck it.)
  6. We also recommend checking Locked so no one can edit the default view by accident.
  7. Click Save.
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