Save Smart List (Contacts) Columns
in progress
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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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Billy Noah
My workaround is to create a filter like "Firstname is not empty" (as suggested below), save the smart list with my columns, and then remove the filter and save it again. This effectively creates a smart list with custom columns and NO filters which is what I wanted.
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Shiv Sharma
need this badly
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Diego Del Vecchio
What about having smart lists created to be able to include them on a snapshot or even share with other sub accounts when you want to export the same thing from 100+ sub accounts you currently have to go to each sub account and create the list manually
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Blair Joynson
This still isn't fixed. Here the work around.
Go to Contact > Smart List. Change the layout with the columns that you want.
Click "More Filters" on the right. Click "First Name" and set to "Is not empty". Click apply. At the bottom click "Save as smart list". Name it whatever, eg. "Contact List".
At the top you will see "All" and then your new list "Contact List" with the columns saved.
Hope it helps.
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Zachary Karnell
Shout out to GHL 5 years later. Still can't save added columns.
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Blair Joynson
Zachary KarnellThis still isn't fixed. Here the work around.
Go to Contact > Smart List. Change the layout with the columns that you want.
Click "More Filters" on the right. Click "First Name" and set to "Is not empty". Click apply. At the bottom click "Save as smart list". Name it whatever, eg. "Contact List".
At the top you will see "All" and then your new list "Contact List" with the columns saved.
Hope it helps.
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Adam Dobson
HOW can this work for Smart lists BUT NOT for the ALL Lisy?? Let pppl view the data they want to see it....This is a BASIC feature and necessary one
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Blair Joynson
Adam Dobson This still isn't fixed. Here the work around.
Go to Contact > Smart List. Change the layout with the columns that you want.
Click "More Filters" on the right. Click "First Name" and set to "Is not empty". Click apply. At the bottom click "Save as smart list". Name it whatever, eg. "Contact List".
At the top you will see "All" and then your new list "Contact List" with the columns saved.
Hope it helps.
O
Omer S
This would be great. So shame to see this still in-progress
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Lisa Gumieniuk
YES PLEASE!
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Ethan Kappmeyer
This is something that already works for me. When I make a smart list, i go to the columns and set it up what i want to see and then i go into the filters section and click Save. This has been saving my columns for each smart list so i don't have to reput them in everytime i go to it.
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Mark Hoffman
- would also be great if contacts could show up in a sidebar when you click on them so you don't have to leave the contacts view
- would be cool if you could edit contacts when looking at them all in a list. like maybe you can click on the phone number of a contact and edit it right there or something.
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