# How to create smart lists for custom objects

> Learn how to create, manage and share smart lists for your custom objects in Futuria CRM. Streamline your workflow.

Author: Futuria Support Team · Published: June 24, 2026 · Reading time: 3 min read

Source: https://futuriamarketing.com/en/supporto/creare-liste-intelligenti-oggetti-personalizzati/

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## Overview

We are pleased to introduce **smart lists for custom objects**. You can now easily create, save, manage and share customised views of your custom object data with your entire team, simplifying your workflow and improving collaboration.

## What's new?

- **Create smart lists:** easily build customised views for your custom objects.
- **Search within smart lists:** you can instantly search for a smart list by going to "Manage smart lists" and typing the name of the list you need.
- **Quick switching:** move seamlessly between different smart lists.
- **Column resizing:** customise column widths and save your preferences.
- **Simplified sharing:**

  - **Share lists:** easily share smart lists with your team or with selected members.
  - **Permissions:** assign view-only or edit permissions to users.
  - **Direct links:** share your lists directly via link for a consistent view across the whole team.
- **Stay organised:**

  - **Duplicate lists:** quickly duplicate existing smart lists to create variants.
  - **Rename, export, delete:** easily rename, export or delete smart lists as you need.
  - **Administrator controls:** administrators can manage and oversee all smart lists.

## How to use smart lists

1. **Go to the custom object**
  To get started, navigate to the section of the custom object you want (for example, "Jobs").

  ![Navigating to the custom objects section in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/bb21f6d5-413a-4955-af45-790fa0d2aa04.png)
2. **Set up filters and columns**
  Smart lists combine advanced filters, sorting and custom columns to organise your data in a powerful way. To create a new list, click **Advanced filters**, choose your filter criteria, select the columns to display and set the sort order.

  ![Setting up advanced filters for a smart list in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/816066f3-814e-4c0b-b687-bf8691d15900.png)

  ![Selecting the columns to display in a smart list.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/1b77c374-c005-4d60-86b1-7901aa88979a.png)
3. **Create a new smart list**
  Click the **"+ List"** icon.

  ![Button to create a new smart list.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/7e20c727-a25b-42d5-b653-0bf858dbff6d.png)

  Enter a **name for the list**, check the filters, columns and sorting, then click "Create".

  ![Dialog box for saving a new smart list with name, filters and columns.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/caf46535-4605-4a3b-a4f3-dc5c745a1a67.png)
4. **Manage your smart list**
  Once created, you can manage your list in several ways:

  - **Edit:** click **Customise list** to adjust filters, sorting and columns.

  ![The 'Customise list' option for editing an existing smart list.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/a413b0e5-7a7d-4884-9693-df6cdb390b7c.png)

  - **Duplicate:** select **Duplicate**, enter a new name and click "Create".

  ![Drop-down menu with the Duplicate, Export and Delete options for a smart list.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/aca4cda7-1dbb-4bfa-ac10-8668916afc5b.png)

  - **Export:** click **Export** to download your list data.
  - **Delete:** use the **Delete** option to remove lists you no longer need.
5. **Sharing and permissions**
  By default, the list is visible to the administrators and users of the account. To change access, click **Share** and assign **View** or **Edit** permissions to selected users.

  ![Sharing window for assigning view or edit permissions to users.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/1a32e88b-962c-4605-98cb-08c8b5d39f5d.png)
6. **Creating a smart list quickly**
  Apply any **Advanced filter** and you will see an "unsaved changes" indicator.

  ![The 'Unsaved changes' indicator after applying a filter.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/242bf22c-1341-42d5-83f8-565d50d68cf2.png)

  Click **Unsaved changes** in the top right and then **Save as new smart list** to create a new view quickly.

  ![The 'Save as new smart list' option in the unsaved changes menu.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/f6c93f3c-a32e-4da0-a7a9-2885dca076ae.png)
7. **Search across your smart lists**
  To find a list easily, click the **•••** menu and select **Manage smart lists**. Use the search field to enter a keyword and find the list you need.

  ![Menu for accessing smart list management.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/267d8b61-4db5-4e83-9b79-bc6f59898f8e.png)

  ![Search bar for finding a specific smart list.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/532aa0ee-22d1-46f6-ad74-a7424d782b78.png)

## Best practices

- Give your smart lists clear names so you can identify them easily.
- Review and update sharing permissions regularly to keep your data secure.