Setting default contact views

(The terms User and Agent are used interchangeably.)

The Customer Administrator can select User settings for Contact Views to ensure that agents using the application see the same view of the data by default. Set default contact views for the following scenarios:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..

  2. Click Users in the Users and Security section.

  3. Click User Defaults and Settings, then select Global User Settings.

    An image of the User Defaults and Settings menu with Global User Settings highlighted.

  4. Click the Contact View drop-down list, then select a view.

  5. Click GlobalAn image of the Global icon, which is represented by a globe. in the Contact View row. A confirmation dialog box opens.

    Warning: Make sure that you want to set all Eloqua users to the default View before completing this procedure.

  6. Click OK. The view you selected is now the default Contact View for all system users.

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..

  2. Click Users in the Users and Security section.

  3. Click User Defaults and Settings, then select Global User Settings.
  4. Click the Contact View drop-down list, then select a view.

  5. Click Global An image of the Global icon, which is represented by a globe. in the Contact View row. A confirmation dialog box opens.

    Warning: Make sure that you want to set all Eloqua users to the default view before completing this step.

  6. Click OK. The view you selected is now the default Contact View for all system users.

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..

  2. Click Users in the Users and Security section.

  3. Click User Defaults and Settings, then select Global User Settings.
  4. Click the Contact View drop-down list, then select a view.
  5. Click Agent An image of the Agent Settings icon, which is represented by a small figure of a person. in the Contact View row. The Agent Settings dialog box opens, and lists all the agents in the application and the company view that each user is using.
  6. Click a drop-down list in the Setting column, then select a different account view for any agent whose default view you want to change.

  7. Click Save and Close. Your settings have been applied.

Note: For the Standard view, the following fields are included: Email Address, First Name, Last Name, Title, Company, Business Phone, Address 1, City, Salesperson. The Customer Administrator security group is granted Edit and View permissions for this view, allowing them to change the displayed fields as needed. However, Delete and Set Security permissions are not granted, meaning they cannot delete or remove user rights. All security groups are granted View permissions, making Standard view visible even if a group's permissions have been removed for all other views.

Learn more

Changing a contact view

Creating contact views

Deleting contact views

Editing contact views