<< <%SKIN-STRTRANS-SYNCTOC%> >> Lists - List Summary |
Overview
This page displays a summary of existing lists, which can be viewed, edited, deleted or cloned as required. You can also create new lists from here.
There are 2 ways to open the 'List Summary' screen:
1. Click 'Show Lists' under 'Contacts/Groups/Lists' in 'Personal Setup' menu.
2. Click 'Show all lists' or 'Show personal lists in 'Address Book' drop-down menu at top of the interface.
You can do the following from this page (click to jump to section):
Create a List
Filter Lists - use filters to narrow your List Summary results
List Summary - view, edit, delete and clone existing lists
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Description
Lists |
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A "Search" button is available for Users to search for their Contacts. Clicking on the button brings up collapsible search fields as displayed below. |
Summary
Summary
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The table fields allow you to view, edit, delete, or clone list details, and send quick SMS messages (note: actions may be restricted to 'View Only' depending on the list type and owner).
Click a group name to view details or one of the following icons:
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Edit the details of an existing list.
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Export the list data to an external CSV file. A window will appear prompting you to open or save the file. Click 'OK' to confirm.
Note: 'Export' functionality is not available as standard. Please contact your Account Executive if you would like to enable this functionality.
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Delete the list permanently.
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Clone - create a duplicate of the selected list details. This allows you to copy the main details of a list, and adjust other details as needed.
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Delete all selected lists i.e. rows with a ticked check box
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