Default Column Headers Answered

Kelly Smith

When clicking into any data points from 'My Portfolio' or any other page, it automatically creates an 'Untitled Segment' displaying only a select few columns. If we are continuously including additional columns, is there currently a way for the global admin to set up default columns when clicking into these data points? 

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    Christine Knific

    Hi Kelly, thanks for the feedback! Can you give more information on the headers you typically add and the segments you're creating? While it's not currently possible to set default column headers as you've described, I think your team would benefit from using standardized segments or updating the account set in the team they're working in. 

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