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· Improvement

Manage Smart Lists and Restore Now in the Contacts Actions Menu

The Manage Smart Lists and Restore options have moved from the header to the actions menu next to Add Contact for a cleaner interface.

S
SMBcrm Team · January 30, 2026

What’s New: Streamlined Contacts Header

SMBcrm has streamlined the Contacts header interface by relocating two key menu options. The “Manage Smart Lists” and “Restore” functions have moved from the main header menu to a more contextual location in the actions menu.

This update improves usability by reducing interface clutter and positioning SmartLists actions closer to their point of use.

What Changed

The following features have been relocated:

  • Manage Smart Lists - No longer in the header menu
  • Restore - No longer in the header menu

Both options now appear in the actions menu (three-dot icon ⋮) positioned next to the “Add Contact” button.

How to Access the New Location

  1. Navigate to Contacts > SmartLists
  2. Locate the three-dot (⋮) actions menu adjacent to “Add Contact”
  3. Select either Manage Smart Lists or Restore

Why This Matters

This update improves the Contacts experience by:

  • Reducing interface clutter in the header
  • Positioning SmartLists actions closer to their point of use
  • Maintaining consistency with the refreshed Contacts list-view experience

If you need help with this feature, visit our Support page or Contact Us.

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