Any help on this would be appreciated! In our “Accounts” module, we have a custom field “Status” (status_c) for marking accounts as either Active or Inactive. Many of our users want the default search for Accounts to just show “Active” listings. Now, when they search they tend to not set the status and get too many results, or modify the wrong records.
I’ve tried following this walkthrough with no luck - https://www.sugaroutfitters.com/blog/default-searches-on-list-views. Any insight would be awesome!