How to Use the GoHighLevel Custom Object List View

The custom object list view in GoHighLevel gives you a powerful way to organize and manage data, similar to how you might structure work in ClickUp, but fully integrated with your CRM. This guide walks you through accessing, configuring, and using list views so you can quickly locate and work with records in your GoHighLevel account.

By the end of this article, you will know how to open the list view for a custom object, change columns, apply filters, search records, and perform bulk actions efficiently.

Understanding Custom Objects in GoHighLevel

Custom objects in GoHighLevel let you store specialized data that does not fit into standard contacts, opportunities, or other default records. Each custom object can have its own fields, relationships, and views, giving you flexibility in how you structure business information.

The list view is the primary screen where you can see all records for a specific custom object in a table layout. From here, you can search, sort, filter, and take action on multiple records at once.

How to Access Custom Object List View in GoHighLevel

To start working with the list view for a custom object, you first need to navigate to the correct section of your GoHighLevel account.

1. Log in to your GoHighLevel account.

2. Open the sub-account where your custom object is configured.

3. Go to Settings (usually found in the left-side menu).

4. Select Custom Objects from the settings options.

5. Choose the custom object for which you want to see the list view.

6. Click the Records or List tab (depending on your interface) to open the list view screen.

You will now see a table showing the records of the selected custom object, with columns representing its fields.

Key Elements of the GoHighLevel List View Interface

The list view interface in GoHighLevel is structured to help you scan and manage records quickly. While the exact layout can vary slightly based on updates, the main elements remain consistent.

Table Columns and Rows in GoHighLevel

Each row in the table represents a single record of the custom object. Each column represents a field, such as name, status, date, or any custom field you have defined.

• Column headers show the field names.
• Cells display values for each record.
• Clickable values open the detailed record view for further editing or review.

You can often customize which columns are visible, allowing you to focus on the data that matters most.

Toolbar and Actions in GoHighLevel List View

Above the table, you will usually find a toolbar with essential controls. These commonly include:

• Search bar – Quickly find records using keywords.
• Filter options – Narrow records based on field conditions.
• Sort controls – Reorder the list by specific columns.
• Bulk actions – Apply changes to multiple records at once.

The toolbar is where you will spend most of your time configuring how the list appears and behaves.

Customizing GoHighLevel List View Columns

Customizing columns allows you to build a list view that surfaces only the most relevant information for your workflow.

Steps to Configure Columns

1. Open the custom object list view in GoHighLevel.

2. Look for a Columns or Manage Columns button, typically near the top right of the table.

3. Click it to open the column configuration panel.

4. Select the fields you want to show as columns in the list.

5. Reorder columns by dragging them into your preferred sequence (if supported).

6. Save or apply your changes.

Once configured, your list view will display only the selected columns, making it easier to scan relevant information at a glance.

Filtering Records in GoHighLevel Custom Object View

Filters help you work with targeted subsets of records without changing the underlying data.

How to Apply Filters

1. In the GoHighLevel list view, locate the Filter or Add Filter button.

2. Click it to open the filter configuration panel.

3. Select the field you want to filter by, such as status, owner, date, or any custom field.

4. Choose the condition (for example: equals, contains, greater than, before, after).

5. Enter or select the value that should match the condition.

6. Apply the filter to update the list.

You can usually add multiple filters to further narrow the list. For instance, you might filter records where status equals “Active” and creation date is after a specific date.

Saving and Reusing Filtered Views

Depending on your GoHighLevel setup, you may be able to save a filtered configuration as a reusable view. This is helpful when teams frequently return to the same criteria.

• Configure filters and columns as needed.
• Click Save View or similar option (if available).
• Name the view clearly, such as “Active Deals This Month”.

This allows quick switching between multiple saved list views tailored to different tasks.

Searching and Sorting in GoHighLevel List View

In addition to filters, you can quickly locate records using search and sort tools inside the GoHighLevel custom object list.

Using the Search Bar

1. Locate the search bar at the top of the list view.

2. Type a keyword or phrase related to the record you want to find.

3. Press Enter or click the search icon.

4. The list will refresh, showing only records matching your search term.

The search typically scans key fields within the custom object, allowing you to quickly jump to specific entries.

Sorting by Columns

1. Move your cursor over the column header you want to sort by.

2. Click the header once to sort ascending (A–Z or oldest to newest).

3. Click again to sort descending.

4. An arrow icon usually indicates the current sort direction.

Sorting helps you review records logically, such as sorting by latest update or highest value.

Bulk Actions in GoHighLevel Custom Object Lists

Bulk actions enable you to update or manage several custom object records in GoHighLevel at the same time, saving significant effort on repetitive tasks.

Selecting Multiple Records

1. In the list view, check the box beside each record you want to select.

2. To select all visible records, click the checkbox in the table header (if available).

3. Confirm that the correct records are selected before proceeding.

Running Bulk Actions

1. After selecting records, look for a Bulk Actions menu or button.

2. Click it to reveal the available options, which can include:

   • Bulk update fields
   • Assign or reassign ownership
   • Change status
   • Delete records

3. Choose the desired action, then specify the details (for example, the new status or assigned user).

4. Confirm the bulk operation when prompted.

Use bulk delete and large updates with caution, as they can impact many records simultaneously.

Best Practices for Managing GoHighLevel Custom Object Lists

To keep your GoHighLevel workspace organized and efficient, consider the following best practices:

• Standardize column layouts so team members see consistent data across views.
• Use clear naming for saved views, such as by team function or workflow stage.
• Combine filters and sorting to build highly focused working views.
• Review and clean data regularly using bulk actions for archival or deletion.

These habits help maintain data quality and make it easier for teams to navigate custom object records.

Additional Resources for GoHighLevel Users

If you want more technical details on the custom object list view in GoHighLevel, including current interface screenshots and any newly added options, you can review the official help article here: GoHighLevel Custom Object List View Documentation.

For broader CRM strategy, automation design, and GoHighLevel consulting, you can explore expert resources and services at Consultevo.

By mastering custom object list views, you can transform GoHighLevel into a tailored data management hub that supports precise tracking, reporting, and automation across your entire business.

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