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. 

Create a List

1. From the Business Tools menu, select  List Builder (or from the Contacts group on the main toolbar, click List Builder).
2. From the List Builder toolbar, click  to create a new list.
3. In the Description field, enter a name for the list.
4. From the Show drop-down list, select which type of names you want to see. View
5. Select the checkbox to add contacts to the list; or to add all displayed names to the list, click  Select All  .
6. Click    OK     to save the list.

Edit a List (Add or Remove Contacts)

1. From the List drop-down, select the list to edit.
2. On the List Builder toolbar click   .
3. Select the checkbox to add or remove contacts from the list; or to add all displayed names to the list, click Select All .
4. 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:  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.

1. From the List drop-down, select the list to delete.
2. On the List Builder toolbar click .
3. Click   Yes   to confirm deletion.

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Additional Information:

• Save Custom Contact Groups in the List Builder