Smartlists

At the moment we can only see a limited amount of smart lists before we have to select them in a dropdown. It would be great it we could change the UI so we could see all the smart lists in a list or board/gallery view. This way you could see more/all of your smart lists at once instead of having to look thru the dropdown to find the one you want.

There is no option to filter by 'if last activity' = outbound messages. This would help for creating a smart list in order to do follow ups for conversations that we didn't get a response to Right now this only exists in conversation filters which doesn't help because conversations is missing the rest of the advanced filters.

Business Case: Our workflows require quick access to Custom Object data while working with Contacts. For example, a wine retailer needs to filter contacts by purchase history (stored in Custom Objects) to create targeted marketing campaigns. Requested features: * Contact Smart List Filtering: Add Custom Object fields as filter options in Contact Smart Lists. * Column Display: Allow Custom Object fields to be added as columns in Contact list views. * Contact Detail View: Display associated Custom Objects directly within Contact detail screens * Workflows: Allow business logic with associated custom objects in workflows (still evaluating) All are needed without navigating away from the Contact interface or otherwise breaking immersion or user's workflow context. Current System Limitations * Contact Detail: Requires 3-6 clicks through Associations to view Custom Object data. Poor user experience for quick insights * Contact Lists: No ability to filter or display Custom Object associations. Cannot segment contacts based on related data. * Custom Object List when added: Shows all objects regardless of association; limited search (3 fields max). Inadequate for contact-specific workflows Example Use Case: We have Custom Objects (OrderedItems - order line items) associated with Contacts, with properties like: item_wine_varietal (enum) item_price ( float ) item_quantity (float) order_date (date range) vineyard (enum) item_subtotal (float) We need to create Smart Lists like "Contacts who purchased Zinfandel over $100" or "Customers ordering any items in the last 14 months" (and any other number of permutations) - without navigating away from the Contact interface - this is key..

Current Limitation: In HighLevel, users can create Smart Lists but cannot rename or delete them unless they have access to Account Settings. This creates unnecessary friction and administrative overhead, particularly in environments where access to Account Settings is restricted for security, compliance, or operational reasons. Issue Overview: Smart Lists are designed as user-centric features, typically used as personal filters or saved views within the Contacts module. It is therefore reasonable and expected that individual users should have full control over the Smart Lists they create. Feature Request: Introduce a dedicated permissions section for Smart List management that decouples basic user functionality from full Account Settings access. Specifically: ✅ Allow users to rename and delete their own Smart Lists 🔒 Restrict the ability to rename or delete shared or global Smart Lists to users with Account Settings permissions Why This Matters: Aligns with the expected behaviour of other user-level features (e.g. saved views, filters) Avoids exposing sensitive account-wide settings to non-admin users Reduces administrative workload by removing bottlenecks for basic tasks Enhances day-to-day usability for teams working extensively in Contacts Encourages cleaner organisation and improved user adoption Suggested Permission Structure: Can Manage Own Smart Lists – default: enabled for all users Can Manage All Smart Lists – default: restricted to users with Account Settings access Impact: This small but meaningful change would significantly improve the user experience for operational users while preserving administrative control and system integrity.

Smart lists need to have adjustable column widths...that are able to be saved! Creating views to get just the right amt of info is so helpful. ClickUp does this great.

The ability to take one Smart List and exclude another Smart List. Example: Smart List for master newsletter recipients and then exclude another Smart List representing a sub-segment who shouldn't get the same email campaign as the rest of the list. This should at least be doable as a campaign send/schedule function.

In workflows to have a dynamic dataset to process. In conversations conversations to filter more precisely

Unless I'm missing something, I'm unable to create a smart list of contacts that submitted a particular form.

When using the Bulk Merge Contacts tool if you click the review button and you change the master from one column to another. It doesn't automatically select the fields on the new master. This means you have to manually go through each item and select them when the master normally would contain the most complete data set. It would make sense to have this automatically switch over but just retain any phone numbers, email addresses and things like that.

Lock the order of the smartlists so that even when you select a view from further down the list, when refreshing, it goes back to normal.