Applies to: Web Edition
Contact Lists can be used to help organize your contacts into groups. Once you have records on a list, you can print the list, generate letters or emails, produce mailing labels, and export the list to CSV.
Create a Contact List:
- From the Navigation Bar, select "Development" and then "Contact Lists", or click the colored tile shortcut on the Home screen.
- Click the "New List" button.
- Enter a List Name, then use the authority file to select a List Category. By default, the List Manager will be the name of the person logged in and creating the list. This can be changed to any active user account.
- Click "Add New List".
Now that the list is created, you will be returned to the Contact Lists - Query screen. Since your list is the newest, it will be the first record in the grid.
Add records to a Contact List:
- On the Contact Lists - Query screen, click the list name link to open the list.
- Click "Edit".
- To add records using a filter, click "Add Records" to build a filter statement. You can add all records selected by that filter by clicking "Add All Records Selected by Filter" or check only the records you want to include on the list and then click "Add All Checked Records".
- To add records from another list(s), click "Append Records". Check the box next to the list(s) you want to add records from, then click "Append Records".
- Once you have finished adding records, click "Save".
Records can also be manually added to a list(s) from the Contact record's Lists accordion. While in Edit mode on a Contact record, open the Lists accordion and click "Add this contact to a list". Check the box next to the list name(s), then click "Add this contact to selected list(s)" and save the record.
For more information on Contacts Lists, view the User Guide: https://museumsoftware.com/we/ContactLists.html.