# SmartLists for Custom Objects

> Create and share SmartLists for Custom Objects: build custom views with filters, sorting, and column resizing; instant search and seamless team collaboration.

- Source: https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/smartlists-for-custom-objects
- Section: Custom Objects. / Getting Started with Custom Objects
- Reading time: 2 min
- Images: 12, each explained below
- Modified on Wed, 15 Oct, 2025 at 1:36 AM

---
**TABLE OF CONTENTS**

-   Overview
-   [What's New?](#whats-new)
-   [How to Use SmartLists](#how-to-use-smartlists)
-   [Best Practices](#best-practices)[](#related-articles)
-   [Related Articles](#related-articles)

Overview

  

We're excited to introduce **SmartLists for Custom Objects**! Now you can easily create, save, manage, and share customized views of your custom object data with your entire team, simplifying your workflow and improving collaboration

# What's New?

-   **Create SmartLists:** Easily build customized views for your Custom Objects.
-   **Smartlist Search:** You can instantly search for the smartList by heading over to manage smart lists and then searching for the specific smart list.
-   **Easy Switching:** Seamlessly move between different SmartLists.
-   **Column Resizing:** Customize column widths and save your preferences.
-   **Sharing Made Simple**
    -   **Share Lists:** Easily share SmartLists with your team or selected members.
    -   **Permissions:** Assign view-only or edit permissions for users.
    -   **Direct Links:** Share your lists directly via links for consistent viewing across your tea
-   **Stay Organized**
    -   **Duplicate Lists:** Quickly duplicate existing SmartLists to create variation
    -   **Rename, Export, Delete:** Easily rename, export, or delete SmartLists as your needs evolve.
    -   **Admin Controls:** Administrators can manage and oversee all SmartLists.

# How to Use SmartLists:  

1.  **Creating and Viewing a SmartList:**   
    **Navigate to the Custom Object, (e.g., Jobs)**   
![Step 1 of 1: Creating and Viewing a SmartList: Navigate to the Custom Object…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045607627/original/UjYr3rXU7qfGlRjkeWbW5etZnpSKyvqtBg.png)

**Step 1 of 1: Creating and Viewing a SmartList: Navigate to the Custom Object…**

This screenshot accompanies step 1 of 1 in the "How to Use SmartLists:" section of "SmartLists for Custom Objects". At this point in the walkthrough you creating and Viewing a SmartList: Navigate to the Custom Object, (e.g., Jobs). This part of the guide covers 1 field, listed below.
- What this covers: Creating and Viewing a SmartList: Navigate to the Custom Object, (e.g., Jobs)
- Fields: Creating a Smart List:
 

2.  Configure Filters & Columns:   
    Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data.  
     To create a new list:  
     a. Click Advanced Filters, choose filter criteria:  
     b. Select the columns you wish to display and set sort order.
    
    
![Step 1 of 2: Configure Filters & Columns: Smart lists have a unique combination of…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045606731/original/LoHD0N6tsB3RYssAl1_-ME2dd9VjGCxmxg.png)

**Step 1 of 2: Configure Filters & Columns: Smart lists have a unique combination of…**

This screenshot accompanies step 1 of 2 in the "How to Use SmartLists:" section of "SmartLists for Custom Objects". At this point in the walkthrough you configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order. This part of the guide covers 1 field, listed below. The next step is to creating a Smart List.
- What to choose: Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order.
- Fields: Creating a Smart List:
- Next: Creating a Smart List:

Full procedure:

1. Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order.  <- this image
2. Creating a Smart List:

    
    
![Step 1 of 2: Configure Filters & Columns: Smart lists have a unique combination of…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045606732/original/If4arwqvvFM9deXsgThTAZJDDCEkQ2OsEg.png)

**Step 1 of 2: Configure Filters & Columns: Smart lists have a unique combination of…**

This screenshot accompanies step 1 of 2 in the "How to Use SmartLists:" section of "SmartLists for Custom Objects". At this point in the walkthrough you configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order. This part of the guide covers 1 field, listed below. The next step is to creating a Smart List.
- What to choose: Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order.
- Fields: Creating a Smart List:
- Next: Creating a Smart List:

Full procedure:

1. Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order.  <- this image
2. Creating a Smart List:

    
3.  Creating a Smart List:
    

1.  # Click on the ‘\+ List’ icon.  
    
    
![Step 1 of 1: Click on the ‘ + List ’ icon](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045607680/original/4FrJrvwkhVrtvjJCdBDCGkdNGC7-0qO9jw.png)

**Step 1 of 1: Click on the ‘ + List ’ icon**

This screenshot accompanies step 1 of 1 in the "Click on the ‘+ List’ icon." section of "SmartLists for Custom Objects". At this point in the walkthrough you click on the ‘ + List ’ icon. For context, this section explains: Creating and Viewing a SmartList: Navigate to the Custom Object, (e.g., Jobs). This part of the guide covers 1 field, listed below.
- What to click: Click on the ‘ + List ’ icon.
- Fields: Creating a Smart List:

    

2.  # Enter a List Name, review filters, columns, and sorting and create.  
    
    
![Step 1 of 1: Enter a List Name, review filters, columns, and sorting and create](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045607708/original/Zp3oXvBk1zfYB-8mYc9rrh7ACfluEbsIuw.png)

**Step 1 of 1: Enter a List Name, review filters, columns, and sorting and create**

This screenshot accompanies step 1 of 1 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". At this point in the walkthrough you enter a List Name, review filters, columns, and sorting and create. This part of the guide covers 1 field, listed below.
- What to fill in: Enter a List Name, review filters, columns, and sorting and create.
- Fields: Creating a Smart List:

    

 4. Managing Your SmartList:

1.  Edit: Click on Customize List to adjust filters, sort order, and columns.
    
    
![Step 1 of 2: Edit: Click on Customize List to adjust filters, sort order, and columns](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045607892/original/yusWObNPbovAuNvRiuCRXsXQ0vtr303UTg.png)

**Step 1 of 2: Edit: Click on Customize List to adjust filters, sort order, and columns**

This screenshot accompanies step 1 of 2 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". At this point in the walkthrough you edit: Click on Customize List to adjust filters, sort order, and columns. This part of the guide covers 1 field, listed below. The next step is to duplicate: Select Duplicate, enter a new name, and click Create.
- What to click: Edit: Click on Customize List to adjust filters, sort order, and columns.
- Fields: Creating a Smart List:
- Next: Duplicate: Select Duplicate, enter a new name, and click Create.

Full procedure:

1. Edit: Click on Customize List to adjust filters, sort order, and columns.  <- this image
2. Duplicate: Select Duplicate, enter a new name, and click Create.

    
2.  Duplicate: Select Duplicate, enter a new name, and click Create.
    

![Enter a List Name, review filters, columns, and sorting and create. (image 7 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045604846/original/N6VQvpGeD1WPdHC2py765NPNyXehttOFjA.png)

**Enter a List Name, review filters, columns, and sorting and create. (image 7 of 12)**

This screenshot appears in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". The text alongside this image reads: Edit: Click on Customize List to adjust filters, sort order, and columns. Duplicate: Select Duplicate, enter a new name, and click Create. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Exporting: Click Export to download your list data. Deleting: Use the Delete option to remove any unwanted lists.
- What to fill in: Edit: Click on Customize List to adjust filters, sort order, and columns. Duplicate: Select Duplicate, enter a new name, and click Create.
- Fields: Creating a Smart List:
- Next: Exporting: Click Export to download your list data. Deleting: Use the Delete option to remove any unwanted lists.

Full procedure:

1. Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order.
2. Creating a Smart List:

3.  Exporting: Click Export to download your list data.
    
4.  Deleting: Use the Delete option to remove any unwanted lists. 
    

5\.  Sharing and Permissions:

1.  Default visibility: sub-account admins and users.
    
2.  To modify access: click Share, assign View or Edit permissions to selected users.
    
    
![Step 2 of 2: To modify access: click Share, assign View or Edit permissions to…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045604845/original/FDDKQ_qeAfD6Rljc2qrRu2Ah7YxSooTkJQ.png)

**Step 2 of 2: To modify access: click Share, assign View or Edit permissions to…**

This screenshot accompanies step 2 of 2 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". At this point in the walkthrough you to modify access: click Share, assign View or Edit permissions to selected users. This part of the guide covers 1 field, listed below.
- What to click: To modify access: click Share, assign View or Edit permissions to selected users.
- Fields: Creating a Smart List:

Full procedure:

1. Default visibility: sub-account admins and users.
2. To modify access: click Share, assign View or Edit permissions to selected users.  <- this image

    

6\. Quick SmartList Creation

1.  Apply any Advanced Filter > click on unsaved changes.
    
    
![Step 1 of 1: Apply any Advanced Filter > click on unsaved changes](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045607918/original/Yw2C_lGgO4jStwMFX0HnT957Aw_baHyPRQ.png)

**Step 1 of 1: Apply any Advanced Filter > click on unsaved changes**

This screenshot accompanies step 1 of 1 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". At this point in the walkthrough you apply any Advanced Filter > click on unsaved changes. This part of the guide covers 1 field, listed below.
- What to click: Apply any Advanced Filter > click on unsaved changes.
- Fields: Creating a Smart List:

    

2.  Click on Unsave Changes on the top right > click Save as New SmartList
    
    
![Step 1 of 1: Click on Unsave Changes on the top right > click Save as New SmartList](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045604844/original/0MMzTQVFsB5CMrzr9wzEm5WXz8-PSjMU3g.png)

**Step 1 of 1: Click on Unsave Changes on the top right > click Save as New SmartList**

This screenshot accompanies step 1 of 1 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". At this point in the walkthrough you click on Unsave Changes on the top right > click Save as New SmartList. This part of the guide covers 1 field, listed below.
- How to confirm: Click on Unsave Changes on the top right > click Save as New SmartList
- Fields: Creating a Smart List:

    

7\. Search Across SmartLists

# Easily search across the smart lists by using the search button, to access:

1.  Click the ••• menu > Manage Smart Lists.
    
2.  Use the Search placeholder to enter a keyword.
    
    
![Step 2 of 2: Use the Search placeholder to enter a keyword](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045608172/original/-Lmc4ClVA-t-aNdKy06b1Dwlcdq-x2fqww.png)

**Step 2 of 2: Use the Search placeholder to enter a keyword**

This screenshot accompanies step 2 of 2 in the "Easily search across the smart lists by using the search button, to access:" section of "SmartLists for Custom Objects". At this point in the walkthrough you use the Search placeholder to enter a keyword.
- What to fill in: Use the Search placeholder to enter a keyword.

Full procedure:

1. Click the ••• menu > Manage Smart Lists.
2. Use the Search placeholder to enter a keyword.  <- this image

    
    
![Step 2 of 2: Use the Search placeholder to enter a keyword](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155045607976/original/36io1Rg12jUIAkmWJ8y5JEdgX1cKA5ez6w.png)

**Step 2 of 2: Use the Search placeholder to enter a keyword**

This screenshot accompanies step 2 of 2 in the "Easily search across the smart lists by using the search button, to access:" section of "SmartLists for Custom Objects". At this point in the walkthrough you use the Search placeholder to enter a keyword.
- What to fill in: Use the Search placeholder to enter a keyword.

Full procedure:

1. Click the ••• menu > Manage Smart Lists.
2. Use the Search placeholder to enter a keyword.  <- this image

    

# Best Practices

-   Clearly label SmartLists for easy identification.
-   Regularly review and update sharing permissions.

## Related Articles

-   [Custom Objects Overview](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/getting-started-with-custom-objects)
    
-   [Creating and Editing Custom Objects](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/creating-and-editing-custom-objects)

---

Documentation for GHL Customer Care. Support: support@ghlcustomercare.com