List Type Management gives administrators centralized control over how lists are classified and used across the application. By managing List Types in one place, firms ensure consistency between List Templates and List Creation workflows, reduce configuration duplication, and make it easier to maintain and scale list usage as business needs evolve.
List Type Management allows Firm Administrators to manage the List Types used across the application. List Types now consistently power both List Templates and List Creation workflows, ensuring a unified and reusable configuration.
This feature is available to Administrators only.
Access List Type Management
Administrators can manage List Types by navigating to Firm Settings > List Type.
How List Type Management Works
All existing List Types are displayed in a centralized grid. From this grid, Administrators can:
View existing List Types
Add a List Type
To create a new List Type:
Go to Firm Settings > List Type.
Click Add List Type.
Enter a name for the List Type.
Select a List Class from the dropdown menu. You can select Marketing List, Marketing List (with sponsorship) or Working List.
Select a User Group from the Lists of this type can only be created by dropdown menu. When a group is selected, that List type is available only to users in that group.
Confirm the status. New List Types are Active by default but can be deactivated if needed.
Click Update to save.
Edit or Deactivate a List Type
Existing List Types can be edited directly in the grid using inline editing.
List Types can be activated or deactivated at any time.
Availability and Reuse
Active List Types are immediately available for use in List Templates and List Creation workflows, where applicable.
List Types are centrally managed and persisted across the application, allowing them to be reused consistently across features.