Create, Edit or Delete a List from the List Builder
The List Builder is used to create, edit, and delete contact lists for labels, reports, group emails, and activity tracking captured in the Contact Log. It explains how to create a new list and how to modify or remove existing ones.
From the main toolbar, select 
Contacts, then 
Builder (or from the Contacts menu, select List Builder).
Options:
- (1) Create a List: A new list can be created from any contact list (customer, unit, or address), from the product list using the Usage by Customer view, or directly within the List Builder.
- (2) Add or Remove Contacts: Existing lists can be adjusted to include new contacts or remove those that no longer apply. Removing a contact only removes them from the list and does not delete their information from the application.
- (3) Delete a List: Lists that are no longer needed can be permanently removed from the List Builder.
Create a List
-
From the List Builder toolbar, click
to create a new list.
- In the Description field, enter a name for the list.
- From the Show drop-down list, select which type of names you want to see. View
-
Select the checkbox to add contacts to the list; or to add
all
displayed names to the list, click
Select All .
-
Click
OK
to save the list.
Edit a List
- From the List drop-down, select the list to edit.
-
On the List Builder toolbar click
.
-
Select the checkbox to add or remove contacts from the list;
or
to add all displayed names to the list, click
Select All .
-
Click
OK
to save the updated list.
Tip: To quickly remove a name from an existing list, right-click on the name, then select Remove Name from List. View
Delete a List
Important: Please proceed with caution. Once a list has been deleted, it cannot be retrieved unless a current backup is restored. Any data entered after the backup was created will not be included.
- From the List drop-down, select the list to delete.
-
On the List Builder toolbar, click
.
- Click Yes to confirm deletion.