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 X 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.