Create, Edit or Delete a List from the List Builder
Create a saved contact list in the List Builder to print mailing labels, reports, send a group email and create an entry in the Contact Log.
- From the Business Tools menu, select
List Builder (or from the Contacts group on the main toolbar, click
List Builder).
- 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.
- 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
Important: Once a list has been deleted, it cannot be retrieved unless a current backup is restored. Any information that was entered since the backup was taken will then be permanently gone. Please proceed with caution.
- From the List drop-down, select the list to delete.
- On the List Builder toolbar click
.
- Click Yes to confirm deletion.