Smart Lists are an easy way to save common searches.


A Smart List can be created from the following search pages:

  • CRM > Customers
  • CRM > Contacts
  • Quotes/Orders (All quotes/orders tabs)
  • Production (All production tabs)
  • Accounting > Commission
  • Settings > Admin > Custom Export
  • Stocks
  • Supplies
  • Customer Goods
  • Accounts Receivable
  • Deposits
  • Payments
  • Entries
  • Task
  • Records
  • Products



Creating a Smart List

Step     Action

  1.       Enter values for the search filters that you want to save.

  2.       Select {Search}. A floppy disk icon will appear to the right-hand side of All.



  3.       Select the Disk icon to the right of All to save.

   A Save Smart List modal window will open.

  4.      Complete the fields.

  5.      Select {Save}.




Opening a Smart List

Step    Action

  1.      Navigate to the desired search page.

  2.      Select {All} to open the Smart List drop-down menu.




  3.      Select the desired Smart List. The search page will refresh and the Smart List name will now 

           appear to the right of the search page name.  




Editing a Smart List

Step    Action

  1.      Navigate to the desired search page and open the smart list, if necessary.

  2.      Change search filters, adding or removing values as required.

  3.      Select {Search}. A Checkmark icon will appear to the right of the smart list name.



  Note: Clicking the Floppy Disk icon will save this search as a New smart list. 

  4.      Select the Checkmark icon to save.



Deleting a Smart List

Step    Action

  1.      Navigate to the desired search page and open the smart list, if necessary.

  2.      Select the icon to the right of smart list name to delete it.

 

           A window will pop-up to confirm selected smart list to be deleted.

  3.      Select {OK}. A pop-up will confirm smart list successfully deleted.