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How do I save a different default view for my customer to see (customer portal link)?

Updated

You may want to change the default view that the customer sees when they log into Self Service or the Collect portal from the 'magic' link, i.e. hide specific transaction types such as unapplied payments

RESOLUTION

  1. Select a customer from the search bar at the top

  2. Go to Inquiries > By Account > Statement or  Inquiries > By Account >Invoices or Inquiries > By Account >Payments

  3. Adjust the view/grid by moving or hiding columns, add sorting, etc. to the view until it appears as you want your customers to see the view

  4. Click on yellow gear icon for View Settings

  5. In the 'Save current settings as' field, type in #DefaultCustomerView and click Save

  6. If you want to hide the tab for this default view, click on the View Settings icon again to view all saved views

  7. Click Edit on the row for the #DefaultCustomerView and uncheck the 'Show InTab' checkbox

  8. Click Save under the Edit column to save

  9. Close the View Settings

  10. Test by using the customer portal link in an email to verify the settings and view appear as it should for the customer.