Skip to main content
SkedX
Help · CRM · Profiles

Update a saved view — for everyone, or just for you

A shared view is used by other people.

2 min readFor all rolesIn review

When you change it, SkedX asks whether the change is for them too, or only for you.

In review: written from the product, not yet walked through live.

1Change the view

Sort, filter or move columns on a saved view. A bar says what changed (1) and offers Update view (2), Save as new and Reset.
The bar on a changed view: (1) Sort changed since Hot light was loaded, (2) Update view
The view was sorted by Budget after it was opened.

Open Enquiries in SkedX

2On a shared view, choose who gets it

Update view on a shared view asks first, and says what you did. For everyone who uses it (1) names the people who will see the change. Just for me (2) keeps the shared view as it is and saves your change as your own copy, “‹view› · mine”.
The question: (1) For everyone who uses it, chosen, (2) Just for me, with your own copy named Hot light · mine
A shared view asks before it changes for anyone else.

3On a phone

The same question comes up as a sheet: For everyone who uses it (1) or Just for me (2), then Update (3) across the bottom, with Cancel under it.
The question as a sheet on a phone: (1) For everyone who uses it, (2) Just for me, (3) Update
On a phone, a sheet from the bottom.

4Your own view just updates

On a view only you use, Update view saves straight away — there is nobody else to ask about.

© 2026 SkedX · Sample data only · Share and link freely · Copying the product or its design is not allowed · Terms

Common questions

Why can’t I choose For everyone?

Only the person who made a shared view, or an admin, can change it for everyone. The question says who made it; Just for me keeps your change as your own copy.

I chose Just for me twice. Do I get two copies?

No — the second time, your “· mine” copy is updated.

Does a view keep how it is grouped?

Yes — by status, owner, priority, source or any field you group by, on Enquiries and on every profile.

What if I don’t click Update view?

The saved view stays as it was, and your change is kept on your own list. Reset discards it.

Previous: Pin a column to the left · All Profiles guides

Did this guide help?

View as markdown

Keep reading

READY WHEN YOU ARE

One record
Start there

Free plan, no card. Five tools replaced in an afternoon; your data stays yours.

pick a slot. we call you, on your clock.
pick a slot.
we call you,
on your clock.

No card. We only use your details to set you up or call you back.

A 20-minute call with a real person, on your clock.
SetupUnder 5 min
CardNot required
Replaces5 tools
Your dataExport anytime