Why This Matters
Filter by List View allows for the creation of personalized lists of leads, customers, and projects that can be sorted and filtered by most fields located on each of the objects.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
Locate “Customers” on the main menuYou can follow the same steps for “Leads” and "Projects" too
Step 2
Click on the “three dots” next to the “New Customer” buttonOn the leads page, you can find the three dots next to the “Add Lead” button.
Step 3
Click on the “Create a New List View” option
Step 4
Add a name for the new list, designate the default role for the list, and select the roles for which the list will be visible.
Step 5
Click on the “Add Filters” option to select your filters. Choose your filter and select the value for the filter. Click “Save” on the top of the page.
Step 6
Access your new list through the "Filter by List View" option. In the customer list, data will be displayed according to the filters you have applied in the selected list view.
Real-World Example
💡 A solar contractor uses the create a custom list to filter your views feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.
Pro Tips
Start small: Test this feature on one project before rolling it out company-wide.
Need help? Contact SubcontractorHub support — they're always happy to walk you through it.
Bookmark this guide: Come back anytime you need a quick refresher.
Troubleshooting
Problem | Solution |
Setting doesn't appear | Make sure you have admin access and refresh your browser |
Changes don't save | Check your internet connection and try clicking Save again |
Feature looks different | Your organization may be on a different plan — contact support |
Change Log
Date | Change |
May 2026 | Rewritten for clarity; simplified language for non-technical contractors |