How do I add lists to my current found set?

aACE has a universal feature called Lists. Lists allow you to group records from any number of modules that may share a common theme or purpose. A typical use for a list is to organize groups of contacts for mailing lists, and the steps are as follows:

To add or remove contacts to a specific list, such as a 'Christmas List' group, follow these steps outlined below.

1. Navigate to the Contacts module. From the Main Menu: CRM & Sales > Contacts.

2. Perform a find for the record or group of records you would like to update using the quick search bar at the bottom.

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3. When you have the desired found set, click the Lists button on the right side of the header bar.

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4. Select the appropriate action - attach list to contacts or detach.

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5. Use the list selector interface to choose which list(s) you would like to add to the found set of contact records.

  • Lists chosen will appear in right hand column of the list selector interface.

6. Click Save when done.

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7. You can now use quick search to find the list name to find all the contacts that are associated with the list.

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