Use the List Builder to manage selected records for tasks such as adding or removing displayed fields, creating contact log entries, exporting or printing reports, printing contact mailing labels, or sending emails.
Tasks & Options:
Export Group or Print a Report
Add or Remove Fields
The default fields displayed in the List Builder, such as Last Name, First Name, Preferred Contact, Phone: Home, and Phone: Work, can be changed or reset at any time.
- From the toolbar, select the customization button
then choose Column Chooser. - In the Customization pop-up, select the checkbox next to the fields to be displayed (alternatively, uncheck to hide them). When finished click the X to close.
- To return to the default fields displayed, select the customization buttonthen choose Reset.
Create a Contact Log Entry
To add a contact log entry to a contact's profile, select the checkbox next to their name, then from the toolbar, select the new log entry button
. To create multiple identical entries at the same time, select the checkbox next to each name or the checkbox column header to select all names in the group. See Create an Entry in the Contact Log for more information.
Export Group or Print a Report
From the toolbar, select the print button
then choose Print. In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF.
Print Mailing Labels
From the toolbar, select the print button then choose Mailing Labels. From the Mailing Label Options, choose your label type, then click OK. In print preview, select the print button or on a mobile device, tap the export button to export and download as another file type, such as PDF. See Print Contact Labels for more information.
Send an Email
To create a group email, click the checkbox next to each contact, then from the toolbar select the email button
to launch the email. When you're finished composing the message, click SEND. See Send an Individual or Group Email for more information.
