List Builder allows contacts to be grouped into custom lists for easier organization and outreach. These lists can be used to view selected contacts, add or remove names, adjust displayed information, and perform actions such as printing reports or mailing labels, logging contact activity, or sending group email messages—all from one centralized location.
From the sidebar navigation, click Contacts, then List Builder.
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(1)
: Displays the contacts included in the current list. Previously created lists can be selected from the drop-down menu. -
(2):
Create a new list. -
(3):
Add or remove contacts from the current list displayed, or change the description of the group. -
(4):
Add or remove columns to the current view to allow more information to be displayed or printed as a report. -
(5):
Add a contact log entry for the selected contacts. -
(6):
Launch an email message to send to the selected contacts. -
(7):
Choose from the drop-down options to either print the selected list as a report or mailing labels. -
(8):
Deletes the current list shown.