How to Use Smart Lists in the Appointment List View

Modified on Sun, Jan 19 at 6:24 AM

Smart Lists make managing appointments in Media Shield (MS) simpler and more efficient. They save your filter and sorting preferences, so you don’t have to reapply them every time. Here’s everything you need to know:

1. Smart Lists

Preloaded options: Upcoming, Canceled, and All Appointments.
Create custom smart lists for a personalized experience.

2. Advanced Filters

Filter by calendar, user, status, creator, and rescheduled status.
Use AND/OR logic for more specific filters.

3. Sorting Options

Sort appointments by newest or upcoming to stay organized.

4. Search by Title

Quickly locate appointments by searching their title.

5. Rescheduled Tag & Filter

Easily spot rescheduled appointments with a tag or filter.

6. Customizable Columns

Adjust columns to show only the details you need.

How to Use Smart Lists

1. Access the Appointment Section

Go to Calendars > Appointments in Media Shield.

2. Create a New Smart List

Click + Smart List at the top.
Name your Smart List.

3. Customize Your Smart List

Add filters, rearrange columns, and set sorting preferences.

4. Save and Use

Save your Smart List, which will appear as a new tab next to the default ones.
Click on the tab to instantly apply the saved settings.

5. Edit a Smart List

Or,

Select your Smart List tab.
Click Customize List on the right.
Make changes and save them.