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Patient Copilot Help Center

Contacts – Revamped List View & SmartLists

Discover Patient Copilot’s revamped Contacts module featuring a modernized List View and SmartLists 2.0. This update streamlines contact management with intuitive design, advanced filtering, and flexible sharing—helping you work faster and smarter. * * * ## Key Benefits of the new List View & SmartLists These improvements are crafted to boost productivity and enhance your workflow by providing: - A modern, intuitive interface that aligns with the rest of the CRM pages

  • Quick column management with search and drag-and-drop functionality for effortless organization
  • Advanced filtering using AND/OR logic to build complex queries effortlessly
  • Streamlined SmartLists featuring integrated sorting, field management, and refined sharing & permissions
  • Reduced setup time, empowering you to focus more on nurturing customer relationships * * * The reimagined Contact List View offers a cleaner and more consistent display, making it easier to scan and manage your contacts.!(https://assets.patientcopilot.ai/d1852f5b0430f939.png) * * * ## SmartList 2.0 SmartList 2.0 revolutionizes how you create and manage contact groups by combining multiple features into one cohesive workflow. Benefit from: - An advanced filter builder that applies both AND/OR logic for detailed queries
  • Easy field management to add, remove, or reorder contact information
  • Integrated sorting that lets you quickly organize your contacts by various criteria
  • Enhanced sharing and permissions settings to control who can view or edit your SmartLists!(https://assets.patientcopilot.ai/5000a4946ca35cf5.png) * * * ## Frequently Asked Questions Q: How do I know I’m using the new Contact List View? A: When you navigate to Contacts, the updated, modernized view is applied automatically. Q: What makes SmartList 2.0 different from the previous version? A: SmartList 2.0 integrates advanced filtering, sorting, field management, and refined sharing options into a single workflow for enhanced efficiency. Q: How can I provide feedback on these new features? A: Feedback can be shared directly with your support representative or via the designated feedback channels provided within Patient Copilot. Q: Are the new sharing and permissions settings more secure? A: Yes, the enhanced sharing options grant more granular control over who can view or edit SmartLists, ensuring better data privacy and security. Q: Can I create complex contact queries with the new filter builder? A: Absolutely! The filter builder’s AND/OR logic allows you to craft detailed queries that precisely match your criteria.