Introducing SmartLists for Custom Objects!

📝 Introducing SmartLists for Custom Objects

We’re thrilled to introduce SmartLists for Custom Objects, empowering your team to effortlessly create, manage, and share personalised views for your Custom Objects—significantly enhancing collaboration and data visibility.

SmartLists simplify managing Custom Objects by providing flexible, shareable views, ensuring your team always sees the most relevant information clearly and consistently.

a. Create & Customise Views

Easily tailor your SmartLists by selecting advanced filters, sorting, and columns.

b. Instant Search & Navigation

Quickly locate and switch between different SmartLists.

c. Column Customisation

Adjust and save column widths to suit your preferences.

1. Share Lists: Share SmartLists with your team or specific individuals via direct links.

2. Permissions: Set precise view-only or edit rights for each user.

3. Duplicate, Rename, Export, or Delete: Manage your SmartLists’ lifecycle with a click.
4. Admin Oversight: Admins retain full control and visibility over all SmartLists and can share lists with access-control.

SmartLists will soon be replicated across Contacts, Opportunities, and Companies in a similar manner. Stay tuned for more updates.

Enjoy streamlined collaboration and organisation with SmartLists!