Save Custom Contact Groups to the List Builder

Custom lists can be created or added to keep track of attendees for upcoming or past events such as virtual parties and shows, mailing lists, etc. You can create lists based on the contact's past purchase history or other profile criteria. The possibilities are endless!

Custom lists can be created from the customer, unit, address, and product lists or directly from the List Builder. Use them to print reports, send group or individual email messages, and more.

Option 1: From the Customer, Address, or Unit List

1. If necessary, use the Contact List Quick Filters to filter the list.
2. Select the checkbox next to the names to be added.
3. From the Filter - Group section on the toolbar of the list that you are using, click  List Builder. 
4. If creating a new list, enter a description in the List Name field (if adding to an existing list, click Existing List, then select the desired list).
5. Click   OK    then either   Yes   or   No   to open the List Builder.

Option 2: Previously Purchased Items From the Product List

1. From the main toolbar, click  Inventory (or from the Product menu, select Product List).
2. From the drop-down menu on the product list toolbar, select the Usage by Customer view.
3. Using the filter sidebar, set any desired filters (Date Range, Category, Group, Product Line, Section, and whether to include Closeout Items, Out of Stock, or Archived Product). Or, to filter for a specific item, type a partial product description or part number in the search field.

   Tip: If your search field is hidden, right-click anywhere on the column header (Part #, Description, Retail, etc.) and choose Show Find Panel.

4. Select the checkbox next to the names to be added or the checkbox column header to select all.
5. From the Product List toolbar, click  List Builder. 
6. If you are creating a new list, enter a description in the List Name field; otherwise, click Existing List, then select the desired list.
7. Click    OK    then either   Yes   or   No   to open the List Builder.

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Additional Information

• To print as a report, select the checkbox next to the desired contacts (or leave unchecked to print all), then click  Print.
• See Print Preview Toolbar Options to export to a different file format such as PDF or Excel.
• If applicable, to remove all filters set, when finished, click  Clear Filters.
• Create, Import, or Filter a View to use with the List Builder
• Add, Move or Hide Columns in List Builder
• Add, Move, or Hide Columns on contact lists
• Add, Move, or Hide Columns on the Product List
• View Customer Product Usage