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



Creating a Smart List

Step     Action

  1.       Select the 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 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 page and open the Smart List, if necessary.

  2.      Select the additional or remove the search filters you want to change.

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

  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 items to be deleted.

  3.      Select {OK} to delete item.