Introducing SmartLists Empowering Custom Object Management

Introducing SmartLists for Custom Objects

We’re excited to unveil SmartLists for Custom Objects, a feature designed to enhance your team’s collaboration by offering personalized, shareable views for managing Custom Objects. This update is all about improving data visibility and team efficiency.

Why SmartLists Matter

Managing Custom Objects becomes a breeze with SmartLists. They provide flexible, shareable views that ensure your team has clear and consistent access to the most relevant information.

What’s New with SmartLists?

• Create & Customize Views: Tailor your SmartLists effortlessly with advanced filters, sorting options, and customizable columns.
• Instant Search & Navigation: Quickly locate and switch between different SmartLists with ease.
• Column Customization: Adjust and save column widths based on your preferences for optimal data view.
• Easy Collaboration
  • Share Lists: Seamlessly share SmartLists with your team or specific colleagues through direct links.
  • Permissions: Assign precise view-only or edit permissions to each user for controlled access.
• Efficient Management
  • Duplicate, Rename, Export, or Delete: Manage the lifecycle of your SmartLists with a single click.
  • Admin Oversight: Admins maintain full control and visibility over all SmartLists, with capabilities to share lists with controlled access.

Easily customize your views with advanced filters and sorting options.

Quickly navigate between different SmartLists for efficient workflow.

Adjust column widths to view your data just the way you like.

Manage your SmartLists with simple tools for duplicating, renaming, and exporting.

Upcoming Enhancements

Stay tuned as we roll out SmartLists across Contacts, Opportunities, and Companies. More updates and improvements are on the way to further enhance your experience.

Embrace this tool to streamline collaboration and organization effortlessly with SmartLists!

In Case You Missed It: Learn how to Optimize Your Schedule with New Calendar Features. Explore how you can make the most of your time with our enhanced calendar tools!