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Controlling which records you see in the Recent Records menu

You can remove specific record types from the Recent Records menu

R
Written by Raymond Carrel
Updated over 2 months ago

The Recent Records menu allows you to navigate to records you recently accessed.

You will always see recently accessed customer records.

By default, you will also see:

  • Campaigns

  • Cases

  • Leads

  • Opportunities

  • Sales orders

If you would prefer not to see any of these record types, they can be disabled with a user customisation.

To do this, go to Settings - Users - <your user> - Customisations. If you do not have access to this, an administrator can do it for you.

Here you can remove any record types, as you prefer.

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