Using List Views

Description: List views enable you to organize your CRM client list according to the filters and columns that are most important to you.

1. Log into your website
2. Navigate to FlexCRM - Clients
   1. If you have never created a list view, by default you will be viewing a list view titled All Clients
3. Click on the column icon to the far right of the list view name
4. Move Available columns to the Active Columns list in the order of preference and use the arrows to remove columns from the Active list as preferred
5. Click Update
6. Select any filters you wish to use for this list view
7. Click the Save icon to the right of the list view name
8. Click Save As A New List View
9. Name your new list view
10. Hover over the list view name to set it as the default