Create or clone a list view
1. Open the tab where you want to create the list view. For example, select Customers, Inventory, Jobs, or Sales.
2. Select the List View Controls icon.
3. Select New to create a new list view, or select Clone to copy the current list view.
4. Enter a List Name.
5. Choose who can see the list view.
6. Select Save.
Choose fields to display
Use Select Fields to Display to choose which columns appear in the list view.
1. Select the List View Controls icon.
2. Click Select Fields to Display.
3. Move fields from Available Fields to Visible Fields.
4. Arrange the fields in the order you want them to appear.
5. Click Save.
Add Filters
Use filters to control which information appears in the list view.
1. Click Add Filter.
2. Choose the field to filter, an operator, and a value.
3. Click Done.
4. Click the Save button.
Change the list display
1. Open the list view.
2. Click Select list display.
2. You will see 3 options for displaying the list. Choose the display option you want to use.
Delete a List View
Open the list view you want to delete.
Select the List View Controls icon.
Select Delete.
Confirm the deletion.
⚠️ Important: Only delete a list view if you are sure it is no longer needed.