To have the ability to create a dynamic smartlist by "currently assigned"
J
John Graham
To have the ability to create a dynamic smartlist we can share across all users. Need to have the "Assigned" filter to add logic so we can select "currently assigned" or "logged in user". Today, we want our users to have smartlists that look at the contacts assigned to them. So, we have to sign in as each user and create their smartlists and set their Assigned filter to equal their name. And we can't turn the "assigned data only" permissions because this will limit their dashboard view and we still want them to be able to search for any contact. This is simple logic and exists on other CRMs.
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S
Sales & Marketing
Merged in a post:
Smart Lists: Allow “Assigned To = Current User” as Dynamic Filter
M
Marc Böhret
Description
In GoHighLevel Smart Lists for contacts, there is currently no option to dynamically filter by “Assigned To = Current User.” This limits the ability to create reusable, team-wide Smart Lists that automatically adapt to the logged-in user.
Problem:
- The Assigned To filter only allows selecting a specific user
- There is no dynamic option like Current User / Logged-in User
As a result, Smart Lists must be duplicated per team member or manually maintained
Expected Behavior:
Smart Lists should support a dynamic filter option:
- Assigned To = Current User
This would allow one shared Smart List to automatically show only the contacts assigned to the logged-in team member.
Actual Behavior:
- Smart Lists can only be filtered by explicitly selected users
- No user-context-aware filtering is available
- Team-wide default Smart Lists are not possible without duplication
Impact / Use Case:
For sales and support teams, this feature would enable:
- Default Smart Lists for the entire team
- Automatic, user-specific contact views
- Less admin overhead (no duplicated lists per user)
- Cleaner, more scalable CRM setups
Proposed Solution:
- Add “Current User” as a selectable option in the Assigned To filter for Smart Lists
- Resolve the filter dynamically based on the logged-in user
- Apply the same concept consistently across other user-based filters (where applicable)
P
Pallavi Kothari
Merged in a post:
Followed by ME and assigned to ME filters
R
Ryan Hartigan
We don’t have a way to make the followed by and assigned by filters connect to the user viewing the filters.
You can say it’s easy for a user to change it themselves, but when you many managers in an location with access to everything and some not as tech savvy as others, it’s much easier to have one Smart List that you can share with the other managers that will just automatically work for them rather than them having to create this filter (and any other additional filters we might have added to it) and save it as a completely new Smart list to themselves