From the Account Information view, from the Notes & Activities subgrid, when I click on the expand (associated view) icon, an associated view opens up. The associated view has (1) a list of views to choose from, which defaults to "Open Activity Associated View" (2) "Filter on" which defaults to "Next 30 days" (3) "Include" which defaults to "Related 'Regarding' Records". How do is change these defaults?
The customer wants the associated view to show the exact same records seen in the sub-grid by default.
This is a screen clip from the associated view:
