Custom Lists and Filters Overview Video
Creating New Custom Sidebar Lists
What is a filter?
Adjusting Visible Columns
Adding Columns to Your Searches
Filters for Your Calendar Agenda
Filters for your Leads List
Adding New Lead Statuses to the Sidebar
Filters for your Jobs List
Filters for your Quotes, Orders & Invoices Lists
Filters for your Address Book
Using the Actions Menu in Searches
Adding Custom Reports to Your Dashboard
Reordering Custom Reports in Your Sidebar
Exporting Your Lists
Badge Colors