Faster Lists & Follow-Ups

The everyday CRM surface got faster: better lists, better filters, and follow-up work that stays tied to the record.

What's new

  • Resizable and reorderable columns - Shape list views around the fields you actually scan.
  • Persisted filters - Keep the list state you were working from instead of rebuilding it every time.
  • Server-side search - Search larger record sets without waiting for the browser to do all the work.
  • Multi-value and not-contains filters - Build more useful saved views without awkward workarounds.
  • Stage actions from list and kanban - Move work forward without opening every record.
  • Configurable task fields - Add the task fields your workflow needs.
  • Record-linked follow-ups - Create tasks from the deal or customer context that caused them.