Vtiger 7 Feature: Create a Custom List of Your Records

Creating a custom list of records is helpful when you use a specific group of records continuously in Vtiger.  Instead of searching through the “All” List view, you are able to search through select records.  

Create a custom list:

  • Click the “+” button next to the “Lists” title 
  • Add a condition that filters the records and click the “Save” button
Contact us to learn more or for help with your Vtiger!
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