SmartLists 2.0 & Revamped List View

Introducing SmartLists 2.0: a completely re-engineered framework that powers Filters, Sorting, and Field Management across CRM modules.

State Persistence: We have implemented state persistence for column layouts, filters, and sorting—everything now remembers your setup.

Optimised Performance: Query handling and pagination for large datasets have been optimised, resulting in load times that are up to 40% faster.

Modern List View: A brand-new modern list view has been built for readability, performance, and consistency with the rest of the CRM.

Refined User Experience: We have refined typography, spacing, and controls for a cleaner, more responsive experience.

Inline Manage Fields Drawer: Added for quick access and drag-and-drop customisation.

Improved Column Functionality: Enhancements include resizing, alignment, and real-time update previews.

Visual Feedback: Introduced visual feedback for unsaved changes and save states.

We have added nested AND/OR logic for highly customisable SmartLists.

Multi-field filters for any combination of standard or custom fields are now available.

Filter grouping has been implemented to simplify complex logic chains.

Introducing a Quick Search bar on the SmartList dropdown, allowing you to navigate lists in seconds.

Sorting options have been enhanced alongside a consistent UI for ascending/descending order.

Share & Permissions Control: A new control panel allows you to assign Edit rights to each teammate.

The list-sharing workflow has been streamlined for agencies and multi-user teams.

We have made significant backend optimisations for list loading and data refresh.

API calls have been reduced by batching field metadata retrieval.

Debounced filter queries have been implemented to prevent unnecessary reloads.

Error handling has been enhanced with inline toast notifications for smoother feedback.

Overall reliability and load speed improvements have been made across the Contacts module.

We have unified list behaviour across Contacts, Opportunities, Companies, Tasks, and Custom Objects.

A consistent component design has been introduced for use across CRM modules (filter logic builder, Manage Fields drawer, Share & Permissions UI).

Issues with column order persisting between sessions have been fixed.

Filter resets after navigation have also been resolved.

Improved handling for users switching between sub-accounts.

The inconsistent “All Contacts” default behaviour has been removed, making it customisable.

This launch marks a complete modernisation of the CRM contact management experience—making it faster, smarter, and delightfully customisable for every user and team.

“SmartLists 2.0 isn’t just an upgrade—it’s the foundation for a new era of data clarity and control inside Clixio.”