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Worklists

A worklist is a searchable, pageable, sortable, and customizable set of records displayed using rows and columns.

Each row of a worklist is a matching record, and each column is a particular field from that record. The displayed columns can be customized for each worklist based on your needs.

By saving a worklist, you’ll always have an up-to-date view of matching records without wasting any time searching.

For instance, a worklist can display new customer messages that need a response, client organizations in a specific industry, tasks that are overdue, etc.