Before You Begin
You must have access to at least one module that supports list view (Leads, Accounts, etc.)
You must have permission to create lists — if the + icon is hidden or disabled, contact your CRM Administrator to verify your access level
Be aware that there is a maximum list limit per user — if you have reached it, the system will display an error and the new list will not be created until an existing list is removed
Steps
Step 1 — Navigate to a Module
Go to any module in Dazos CRM that supports list view, such as Leads, Accounts, Referral Sources, or Intake Opportunities. You should see the list view with your records displayed in the main content area.
Step 2 — Open the Lists Modal
Click the Lists dropdown arrow in the toolbar. The Lists modal will appear, showing two sections: My List (lists you have created) and Shared List (lists shared with you by other users or roles).
Step 3 — Locate and Click the '+' Icon
Find the + (plus) icon in the top-right corner of the Lists modal. Click it.
A Create New List form opens directly within the modal — the right panel does not open and you are not navigated away from the current module view. Your context is fully preserved.
If the + icon is not visible or appears disabled, you may not have permission to create lists. Contact your CRM Administrator to review your access level.
Step 4 — Enter List Details
Fill in the following fields in the Create New List form:
Field | Description | Required |
List Name | A clear, descriptive name for your list (e.g. New Leads This Week, Accounts – Active Patients) | Yes |
Set as Default | Check this to make the new list the default view when you open this module | No |
List in Metrics | Check this to include this list in your metrics and reporting views | No |
Being Edited By visible | Shows other users when this list is actively being edited | No |
Choose columns and order | Select the fields you want displayed as columns in the list view — up to 25 columns | No |
Order By | Choose the default sort order for records in the list — only columns selected above will be available | No |
All Conditions | Add filter conditions where all must be met (AND logic) — e.g. First Name equals Test | No |
Any Conditions | Add filter conditions where at least one must be met (OR logic) | No |
Share the list | Add users or roles to share this list with other team members | No |
Step 5 — Save the List
Click Save. The list is created and the modal remains open momentarily while the CRM processes the new list.
If you click Cancel at any point during creation, the form closes and you are returned to the Lists modal — the modal itself stays open and your module view is unchanged.
Verification / Expected Result
After saving, the following happens automatically:
The system redirects you to the newly created list
The page header updates to reflect the active list: Lists | Current: [Your List Name]
The corresponding filtered records are displayed in the main content area based on the columns and conditions you configured
You are not redirected back to the default All list — the new list remains active
Troubleshooting / Common Errors
Issue | Likely Cause | Fix |
The + icon is hidden or disabled | You do not have permission to create lists | Contact your CRM Administrator to verify your list creation permissions |
Error shown when trying to save — list not created | You have reached the maximum number of lists allowed per user | Delete or archive an existing list before creating a new one |
Validation error shown inside the modal after clicking Save | A required field (List Name) is missing or a condition is incomplete | Review the highlighted error inside the modal, correct the issue, and click Save again — the modal stays open |
New list not appearing in My List section after save | Browser or session display issue | Perform a manual page refresh; the list should appear under My List on reload |
Records not matching expected filters after list is applied | Condition logic may be set to the wrong type (All vs. Any) | Review the condition builder — use All Conditions for AND logic and Any Conditions for OR logic |
Tips & Notes
Cancel does not close the modal. If you click Cancel during list creation, the Create New List form closes but the Lists modal remains open. You can immediately select an existing list or click the + icon again to start over.
Column limit. You can select up to 25 columns per list. Only columns selected in the list will be available as sort options in the Order By field.
Sharing a list. Use the Share the list field to make a list visible to specific users or roles. Shared lists appear in the Shared List section of the Lists modal for those users.
Conditions work independently. Conditions added under All Conditions require every rule to be true (AND). Conditions added under Any Conditions require only one rule to be true (OR). You can use both sections together to build more complex filters.
Set as Default. Checking Set as Default means this list will load automatically the next time you open this module — useful for lists you use every day.