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Patient Copilot Help Center

SmartLists for Custom Objects

What’s New?

  • Create SmartLists: Easily build customized views for your Custom Objects.
  • Smartlist Search: You can instantly search for the smartList by heading over to manage smart lists and then searching for the specific smart list.
  • Easy Switching: Seamlessly move between different SmartLists.
  • Column Resizing: Customize column widths and save your preferences.
  • Sharing Made Simple
  • Share Lists: Easily share SmartLists with your team or selected members.
  • Permissions: Assign view-only or edit permissions for users.
  • Direct Links: Share your lists directly via links for consistent viewing across your tea
  • Stay Organized
  • Duplicate Lists: Quickly duplicate existing SmartLists to create variation
  • Rename, Export, Delete: Easily rename, export, or delete SmartLists as your needs evolve.
  • Admin Controls: Administrators can manage and oversee all SmartLists.

How to Use SmartLists:

  1. Creating and Viewing a SmartList: Navigate to the Custom Object, (e.g., Jobs)

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  1. Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order.

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  1. Creating a Smart List: 1.

Click on the ‘+ List’ icon.

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Enter a List Name, review filters, columns, and sorting and create.

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4. Managing Your SmartList: 1. Edit: Click on Customize List to adjust filters, sort order, and columns.

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  1. Duplicate: Select Duplicate, enter a new name, and click Create.

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  1. Exporting: Click Export to download your list data. 4. Deleting: Use the Delete option to remove any unwanted lists. 5. Sharing and Permissions: 1. Default visibility: sub-account admins and users. 2. To modify access: click Share, assign View or Edit permissions to selected users.

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6. Quick SmartList Creation 1. Apply any Advanced Filter > click on unsaved changes.

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  1. Click on Unsave Changes on the top right > click Save as New SmartList

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7. Search Across SmartLists

Easily search across the smart lists by using the search button, to access: 1. Click the ••• menu > Manage Smart Lists. 2. Use the Search placeholder to enter a keyword.

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Best Practices - Clearly label SmartLists for easy identification.

  • Regularly review and update sharing permissions.