Lists help you organize and manage contacts for activities such as events, outreach, and marketing campaigns. When you open a list, contacts are displayed in a list view that lets you review and work with list data directly. You can answer common list questions in seconds without leaving the page.
This Article Covers the Following:
View and Work with Lists
Open Lists from the main navigation.
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Select the list you want to view.
The list opens in a grid view showing contacts and associated fields.
Work with List Data in the Grid
When you open a list, contacts are displayed in a grid that lets you sort, filter, and customize the information you see without exporting data or creating reports.
Your grid preferences are saved automatically and reused the next time you open the list.
Customize Columns
You can choose which fields appear in the list grid.
To customize columns:
Open a list.
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Select the Columns dropdown above the list.
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Choose up to 15 fields to display and click Apply. Expanded fields include:
Goes by
Mailing Address
Global Additional Fields
Added By
Date Added
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Drag columns to reorder them.
Resize columns as needed.
Your column selections are saved automatically.
Sort and Group List Data
Select a column header to sort results in ascending or descending order.
Grouping options may be available depending on the list context, allowing you to organize results.
Filter List Data
You can filter list data directly in the grid to focus on specific contacts.
To filter list data:
Select the three-dot menu on a column header.
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Choose filter options based on the field type:
Text fields (contains, equals)
Date fields (using a date picker)
Numeric or currency fields (greater than, less than)
Apply the filter.
You can apply multiple filters at the same time. Filters stack, allowing you to narrow results progressively.
To Filter Lists with a Null Value
You can filter by null value for binary (yes/no) and list (set of drop-down values) responses.
For example, if you want to check contacts that have not yet RSVP'd to an invitation:
- Add the additional field to create your RSVP field. It is recommended to select Yes/No as the Field Type. Save your changes.
- Click
on to the far right to open the Edit Columns page.
- Click Add column and add your RSVP additional field.
- Click Filters and select the (Blank) radio button to display all users that have not yet responded to the invitation.
To Filter Lists by My Contacts Not on List
- Open the list. From the Lists page, click the list you want.
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Click Add Contacts to List. The Search and Add Person window opens.
- Check the results. The table updates to show only contacts that match the filter.
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Download the results. Click the Export CSV icon.
- Save the file. Your browser will download a .csv file. Save it to your preferred folder.
- Share as needed. You can email or upload the .csv for Partners/Attorneys. Recipients don’t need to log in to Client Insights to view the file.
Export Lists
You can export list data as a CSV file. The export reflects your current list view, including selected columns, applied filters, and sort order.
To export a list as a CSV file:
Open a list.
Apply any filters, sorting, or column selections you want to include.
Select Actions above the list.
Select Export CSV.
Download the CSV file.
Only the data visible in your current list view is included in the exported CSV file.
After downloading:
Save the file to your preferred location.
Share the CSV file as needed. Recipients do not need access to Client Insights to view the file.
To Mark a List as a Favorite
Mark the star next to the List. The Favorite icon will change to
and the List will display on Favorites tab.
To Share a Filtered a List View
Click to copy the link of any filtered Working or Marketing list.
Email a Filtered View
- Sort and filter the list as you want the recipient to see it.
- Click
to E-mail the current view. If any filters are applied, this will allow you to email the filtered list.
- If the user has access to the list, clicking the link will show them the same view as the sender. If they don't have access, they'll see an error message.
Administrator Notes
If your firm uses list templates, new lists may be created using predefined configurations. Templates help standardize list structure, fields, and permissions.
For more information, see Creating List Templates.
Troubleshooting
I don’t see grid filtering or column options
Your environment may not be upgraded yet.
Your firm may be rolling out features in phases.
Contact your administrator if grid options are unavailable.
My filters return no results
Review active filters. Multiple stacked filters may exclude all records.
Clear filters and reapply them one at a time.