List Views

TotalABA offers a powerful feature that allows each list in the application to have filters placed on them. This allows for streamlined workflows, custom reporting and more. 

Some examples of custom list views are: “All Canceled Appointments Last Week”, “Appointments without Sessions”, “Sessions Ready for Review”, etc. This videos provides basic instructions on creating custom list views. 

You can also do a web search on “Salesforce List View Tutorials” to find several online resources with additional information.