An aACE list is simply a collection of records. The CRM Lists module allows users to create and manage lists for just about anything. For example, lists can group contacts, companies, categories, documents, leads and invoices; just about any kind of list you can think of.
The most common type of list is a contact list. We will use Contacts to demonstrate how to create a list. First you must create the list, then you must link the contacts to the list, either individually or in groups.
To create a CRM list:
- Navigate to the List module. From the main menu: CRM & Sales > Lists.
- In the menu bar, click New.
- If this is a private list, check the Private flag. This will prevent other users from viewing your list.
- Enter the list type and give it a name. You can enter a custom code if you wish. Select the list manager from the Manager drop-down field.
- When finished, click Save. When the dialog appears, click Activate if you wish to start using the list. Click Not Yet to keep it pending.
To add individual contacts to a CRM list:
- Navigate to the contact you wish to work with.
- In detail view click the List tab, then click the
button to open the list selector.
- In the list selector, search for the lists you wish to attach the contact to and then click them to move them to selection list.
- When finished, click Save. When the confirmation dialog appears, click OK.
To add groups of contacts to a CRM list:
- Search for the contacts you wish to work with.
- Once you have the group of contacts you wish to work with, click the Lists button on the tool bar at the top right of the screen.
- When the dialog appears, click Attach. The list selector appears.
- In the list selector, search for the lists you wish to attach the contacts to and then click the list name(s) to move them to selection list.
- When finished, click Save. When the confirmation dialog appears, click OK.