Working Lists are a convenient way to organize Contacts. For example, you may want to organize Contacts for a specific project. Creating a Working List makes it easier to select Contacts to perform bulk actions upon. When creating a Working List, you have the option of enabling Flagging for the Contacts in the List.
For example, suppose you have a Holiday Party Working List, you can use Flags to track the party RSVPs. You can set the Green Flag to represent RSVP received, and set the Red Flag to indicate RSVP not received. You can also define a Flag that will automatically flag new Contact that are added to the List. This can be helpful in tracking communications for the List. Using the Holiday Party example, suppose you send out your invitations the beginning of November. You will want to track new Contacts who are added to the List throughout the month to send the new Contacts invitations after the bulk mailing. For more information and instructions, refer to Contact Types.
Flags are not stored with the Contact in the firm database. Flagging information is stored on the local system only.
Only Professional and Strategic Tier users can create a Working List.
To Create Working List:
- Click the Global Add Button
near the top of the page. A menu will display.
- Select Add Working List from the menu. An Add New Working List form will display.
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Complete the Form:
- Name: Fill in the Name for the new Working List.
- Optional: Enter a Description for the List.
- Type: Select the Type of working List. This field is also mandatory.
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Optional: Mark the check box if you want to allow the use of Flags in this List.
- Optional: Click on the Flag Description and edit as needed.
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Optional: Select a Flag color to automatically flag new Contacts that are added to the List.
- Save your changes. The new List will appear as a Working List. It will also be selected as a favorite List.
- To Provide List Access Rights and Create Additional fields for the List, see Editing a Working List.
- Add Contacts to the List.