List Views

List views are the screens where you browse and search your records. A couple of small touches make them much faster to live with day to day: quick filters that find the records you want in a click, and a setting that keeps a user inside a single fiscal year. These two short guides cover both.

Guides

🔎Quick Filters in List ViewsSet up one-click filters so users can find the records they need fast.🗓️Limit User To YearRestrict a user to a single fiscal year across list views.