Overview
Custom list views in CRM allow you to filter and organize records to show only the data that's relevant to your team. For example, you can create a "Pending VOBs" view so your VOB team only sees the records they need to work on.
Before You Begin
Make sure you have access to the CRM module and the appropriate permissions to create custom views.
Steps
Navigate to the CRM module in your Dazos platform.
Look for the List Panel on the left side of your screen.
Click the plus sign (+) in the List Panel to create a new custom view.
Give your custom view a descriptive name (for example, "Pending VOBs" or "My Team's Queue").
Set up your filter conditions to show only the records you want. For a VOB team queue, you would typically filter by:
Status = Awaiting approval
Any other relevant criteria for your workflow
Save your custom view.
Optionally, set this view as your default so it appears first when you open the module.
Expected Result
Your new custom list view will appear in the List Panel. When selected, it will show only the filtered records that match your criteria, making it easier for your team to focus on their specific tasks.
💡 Pro Tip
If you need to restrict team members to only see specific treatment programs, you can also manage user access by going to Settings → Manage Users and editing each team member's permissions.
Related Resources
For more information about managing user access to specific treatment programs, see: How to give users access to only specific treatment programs