Save Smart List (Contacts) Columns
planned
P
Paul Barthel
When I add columns to smartlists/columns, for example, opportunity and source, there is no way to save those columns. When you go back you have to add them again. There are certain columns I use all the time (other people too I'm sure). It would be great if there was a way to save them.
HIGHLVL-I-1615
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J
Josh Hashemzadeh
saving custom column views for users or client subaccounts would be very helpful. Please let us know when this feature will be deployed. thanks!
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Brent Carpenter
Yes, I agree this is not efficient. I have the same issues you should be able to set up your default contact list fields and have them appear as you use the
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Usama Zia
Need this ASAP
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Houtan Hormozian
Feature Update - Smart List Sharing with Specific Users
Use Case:
Share "Category #1" Smart List with Team #1 and Share "Category #2" Smart List with Team #2
This allows the admin to make sure data/contact privacy is in place.
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Pinny Geliebter
This has been requested back in June 2020!! Can we please see some movement on it?
C
Chad Smith
Yes, please add me to the list of people who would like to see this done. This would greatly benefit my team
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Wesley Rocha
It appears it saves the columns when you save it as a smart list. It would be nice to save a custom default though.
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Nicole Y
I noticed this was posted a long time ago, but it's marked as planned and with a lot of voters. When is this going to be reflected on the CRM?
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Alvaro Gutierrez
Hi, does anyone know when this will be completed? This is definitely crucial for car dealerships. They do not have time to reorganize their contact sheet every time they click out of it.
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Derek Woodward
Alvaro Gutierrez a good workaround is to sort the FIELDS inside the Fields folders so that they appear in the same general order of how the fields are organized themselves.
I've actually had to create an Excel Macro in order to re-sort all of my fields post export. It's a pain for sure.
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Matt Conta
Yess!! Being able to select and add columns is great but immediately dissapear upon page refresh. Making them static would be clutch!
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