Agent 365 CRM
Smart List Preferences
September 5, 2026
Smart List Preferences improve the overall UI/UX by giving users more control over how they access and view their Smart Lists. Users can choose whether to open a selected Smart List by default or continue from the last opened Smart List, making the experience faster and more personalized. We have also improved the table view with options like row style and row height, so users can adjust the layout based on their working preference and screen space.
What's New
- Default Smart List: Choose between a selected Smart List or the last opened Smart List.
- Selected Smart List: Always opens the specific Smart List chosen by the user.
- Last Opened Smart List: Automatically opens the Smart List the user accessed most recently.
- Row Style: Lets users choose how Smart List records are displayed.
- Row Height: Allows users to adjust table spacing for a compact or comfortable view.
- Better UI/UX: Improved layout and viewing preferences make Smart Lists easier, faster, and more flexible to use than before.