About Custom Record Lists

The custom record list feature is available to those who have purchased the Advanced Reporting add-on package.

Unlike the preconfigured standard record lists that are provided for your organization, a custom records list is built by the user, with specific columns, and filters applied to meet specific needs.

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In some cases, Intouch may set up custom record lists for your organization.

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There are many ways to configure a custom record list, to provide your users with valuable insights and clear analysis of the data you are collecting.