Adaptive AI Knowledge Base
Contacts, CRM & Pipelines
Discover Adaptive AI’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.
What is the Revamped Contacts List View & SmartLists?
Adaptive AI’s updated Contacts module brings together an all-new List View and SmartLists 2.0 into one seamless experience. Designed with clarity and efficiency in mind, this release equips you with robust tools like drag-and-drop column management, a powerful filter builder with AND/OR logic, and enhanced sharing controls—all aimed at making contact organization simpler and more action-oriented.
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
Contact List View
The reimagined Contact List View offers a cleaner and more consistent display, making it easier to scan and manage your contacts.
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
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 Adaptive AI.
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.