Creating CRM lists

An aACE list is simply a collection of records. The CRM Lists module allows users to create and manage lists for just about anything. For example, lists can group contacts, companies, categories, documents, leads and invoices; just about any kind of list you can think of.

The most common type of list is a contact list. We will use Contacts to demonstrate how to create a list. First you must create the list, then you must link the contacts to the list, either individually or in groups.

To create a CRM list:

  1. Navigate to the List module. From the main menu: CRM & Sales > Lists.
  2. In the menu bar, click New.
  3. If this is a private list, check the Private flag. This will prevent other users from viewing your list.

     Create_List.png
  4. Enter the list type and give it a name. You can enter a custom code if you wish. Select the list manager from the Manager drop-down field.
  5. When finished, click Save. When the dialog appears, click Activate if you wish to start using the list. Click Not Yet to keep it pending.

    Activate_List_Dialog.png


To add individual contacts to a CRM list:

  1. Navigate to the contact you wish to work with.
  2. In detail view click the List tab, then click the Company Selector Button.png  button to open the list selector.

    Contact_Add_to_List.png 
  3. In the list selector, search for the lists you wish to attach the contact to and then click them to move them to selection list.

    List_Selector.png 
  4. When finished, click Save. When the confirmation dialog appears, click OK.
 

To add groups of contacts to a CRM list:

  1. Search for the contacts you wish to work with.
  2. Once you have the group of contacts you wish to work with, click the Lists button on the tool bar at the top right of the screen.

    Contacts_group_add_to_list.png 
  3. When the dialog appears, click Attach. The list selector appears.
  4. In the list selector, search for the lists you wish to attach the contacts to and then click the list name(s) to move them to selection list.

     List_Selector.png
  5. When finished, click Save. When the confirmation dialog appears, click OK.
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