Default People & Companies Views

Default Views let you define what shows up when anyone in your workspace opens the My Companies or My People view. You can:

• Match records on more than one owner field (for example, a primary owner and a secondary/overlay owner)

• Add any other filters that should apply by default — the same filters available on the Companies and People pages

The settings apply to everyone in the workspace, and each user sees records matched against their own email.

Where to find it

Go to Workspace Settings → Default Views. You'll see two sections:

Section	Controls
My Companies	The default "My Companies" view on the Companies page
My People	The default "My People" view on the People page

How owner matching works

Under Match my email in these owner fields, select one or more fields that contain an owner's email address.

A record is included in a user's view when the viewer's email appears in any of the selected fields (OR logic)

Tips

• Configure each section separately. My Companies and My People have their own owner fields, filters, and Save team default button.

• Use email fields. Owner matching compares against the viewer's login email, so pick fields that store owner email addresses, not names or IDs.

• Keep defaults broad. Default filters apply to everyone, so add only filters that make sense for the whole team.