Company Smart lists | Clixio Changelog

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Managing companies has never been more flexible.

You can now create **Company Smart Lists** to save a customised company view with your preferred filters, sorting, and visible fields. This allows you to reuse that list anytime without needing to set it up again.

  • Added **Company Smart Lists** within Companies
  • Save your preferred advanced filters, sort order, and visible fields
  • Duplicate an existing Smart List to quickly create another version
  • Export Smart List results to CSV
  • Share Smart Lists with all users or selected users
  • Provide shared users with either view access or edit access
  • Copy and share a direct link to a Smart List
  • Save updates back to the same Smart List or as a new one
  • Manage the Smart Lists page to review all Smart Lists in one place
  1. Enable Company Smart Lists from **Sub-account Labs**
  2. Navigate to **Contacts → Companies**
  3. Click on **+ List**
  4. Apply your desired filters, sorting, and fields
  5. Name the Smart List and save it
  6. Reopen it anytime to continue editing, sharing, exporting, or duplicating
  7. Open **Customise List** to manage options such as Duplicate, Export, Sharing & Permissions, and Delete List
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  • Reduces repetitive setup for teams working with Companies
  • Makes it easier to return to the exact lists you use most frequently
  • Helps standardise account lists across users
  • Simplifies sharing important filtered lists
  • This feature is currently available in **Sub-account Labs**
  • Users with edit access can also change sharing permissions