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Jerry Fenerty
New Contributor
June 6, 2025
Solved

Configuring default columns when you search for an opportunity?

  • June 6, 2025
  • 0 replies
  • 200 views

Is there an easy way to default the columns that show up when you search for an opportunity and the responses come back?

    This topic has been closed for replies.
    Best answer by Kenna

    Hi, Jerry — The default column ordering is configured at the global level for your entire Clari instance by your Clari Admin. In this case, my recommendation would be to run an opportunity search, and edit the column order for the search results to align to your personal View. Then, when you run a search moving forward, it should stick to what you want to see!

    Kenna
    Community Manager
    Kenna
    Community Manager
    June 6, 2025

    Hi, ​@Jerry Fenerty! The column order when you search will be the same as the default column order from the default opportunity mode, which will be the default for all users when they search, but if an individual make any adjustments from there(e.g. changing the column order, hiding columns they don’t want to see), then their personalized changes to the order will be saved for any following searches moving forward.

    Kenna Valdez, Manager, Customer Community, Clari
    Jerry FenertyAuthor
    New Contributor
    June 7, 2025

    Kenna, Thank you though I do nto follow.

     

    My default mode appears to be Splits New.  I have configured the columns in a View called Jerry View which I use all the time.  When I do a search, I want the columns to reflect Jerry View though they come back all different.  I am not sure how to set the default sort view to Jerry View.  Make sense?

    Kenna
    Community Manager
    KennaAnswer
    Community Manager
    June 9, 2025

    Hi, Jerry — The default column ordering is configured at the global level for your entire Clari instance by your Clari Admin. In this case, my recommendation would be to run an opportunity search, and edit the column order for the search results to align to your personal View. Then, when you run a search moving forward, it should stick to what you want to see!

    Kenna Valdez, Manager, Customer Community, Clari
    Jerry FenertyAuthor
    New Contributor
    June 9, 2025

    That worked. Thank you.  Any plans to allow that search to be a little more detailed to have a timeframe or a quarter?

     

    Jerry

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