Lists - List Summary

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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

 

 

 

Description

 

Lists  

 

 

Create a new list

 

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

 

 

 

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:

 

 

Edit the details of an existing list.

 

 

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.

 

 

Delete the list permanently.

 

 

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.

 

 

Send a quick SMS

 

 

Delete all selected lists i.e. rows with a ticked check box