Customize CRM template

Hi,

I am in development using the CRM template in Knack. However I do not have the option to change the filter from “logged in individual only” in some of the views to more than one individual. Any ideas?

Thanks

Hi @Andrew15,

Great question! If you’re referring to the views’ data sources, those cannot be edited. You will need to create a new view to configure the data source differently.

Please feel free to let our support team know if you have any further questions! Create Support Ticket