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Function

Findings

Image

Takeaways

Saving Settings

Hubspot

  • ‘Save View' button allows saving of:

    • Custom columns added

    • Column order

    • Column asc/dec ordering state

    • Column filters

    • Column size

    • Pagination (X per page)

  • Within dialog, also option to ‘reset’ all settings to default

Salesforce

  • Saves filter settings, can save as a ‘view’

  • Table column settings and order are persistent when coming back to table, but cannot be ‘reset to default’

Image AddedImage Added

Status
colourGreen
titleEmbrace

  • This is nice, we could do all these things by shifting some of our table controls and settings UI around, and adding a dedicated ‘save’ and ‘reset’ button.

Status
colourRed
titleReject

Status
colourBlue
titleTO DISCUSS

Views

Hubspot

  • Sharable table views across, option include team, private, everyone

Salesforce

  • Sharable table views across, option include private, everyone

Image AddedImage Added

Status
colourGreen
titleEmbrace

Status
colourRed
titleReject

  • Maybe in a few years…

Status
colourBlue
titleTO DISCUSS

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