SuccessBloc (My Accounts Vs All Accounts)

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  • Sean Maguire

    Brittany - I'm not familiar with your instance or use case, but am curious how you've saved the default segment views when creating them. 

    For us, we have MANY segments built where My Accounts is the default view. We configured this when creating the segments.

    Specifically, when the segment criteria and columns are ready and saved, you can click to show My Accounts then simply click the "kebab" drop-down on the top-right of the segment. From there, select "Save current view as Default" and anyone opening that segment in the future should see My Accounts the moment the segment loads.

    Have you tried that? If so, I'm curious to learn what's preventing it from working so we can avoid this challenge ourselves.

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