Create, Import, or Filter a View to use with the List Builder

Views allow you to set a layout and view profile information in a tabular or grided format, then filter and group contacts based on the criteria you set. Customers can then be selected and added to a new or existing list in the List Builder. 

Step 1: Create or Import a View

Step 2: Filter & Add to, or Create a List in the List Builder

1. Select the checkbox next to each name to be included.
2. From the toolbar, click  List Builder then select New List.
3. Give the list a Description, then click  OK  .
4. To view the newly created list, click Yes.

Tip: Additional names can be added from the List Builder, or by repeating the steps above and selecting Existing List instead of New List on step 2.

---

Additional Information:

• When printing, see Print Preview Toolbar Options to export as a PDF, Excel, or other file formats.
• When finished, to remove filters, from the customer list toolbar, click  Clear Filters.
• The same concept can be used for the unit and address list as well as adding any of the available columns for each list.