Good afternoon,
I don't know if anyone can help us but we have a big problem with the Kanban view. We currently have several pipelines, associated with different areas of the company. Each Pipeline has its different stages and blueprints. The fact is that every time you enter Zoho and go to module DEALS you have to display the Pipeline menu to find the one you want to work with, and when you start operating with Deals/Contacts/Meetings/etc. and you go back to "Deals" the "All Pipelines" appears again by default. My users complain about the hassle of having to search and select their pipeline every time, every day.
This is something that I consulted with Support and they could not give me a solution.
As an alternative, they told me to create a Layout for each area so that only the pipeline associated with that layout appears and after doing so, to my surprise, even if you select a layout by default, it puts "All pipelines" again. and it shows all the stages of all the pipelines instead of only the one that should have that pipeline associated to the layout. And not only that, even if your selection has been that layout and associated only has one pipeline that is the default, it continues to put the standard layout at the beginning.
Any way to fix this? I find this behavior very inefficient.
Thank you