Smart Lists are an easy way to save common searches for future use.

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

Option 1: Create a Smart List

• Enter values in the Search panel
• Click Search
• A Save icon will appear to the right of Quotes > All
• Click on the Save icon
• Enter a Name for the Smart List
• Click Save

Option 2: Open a Smart List

• Click on the down arrow to the right of All
• Select a Smart List
• The page will refresh with the saved Smart List criteria displayed

Option 3: Editing a Smart List

• Open an existing Smart List using the steps above
• Make revisions to the Search or Selections
• Click the Checkmark to the right of the Smart List name to Save the changes

Option 4: Delete a Smart List

• Open an existing Smart List using the steps above
• Click on the X to the right of the Smart List name
• Confirm deletion