Configuring saved lists
A saved list is a static list that users can create to contain entity data records that can but do not have to share a common property. Users access saved lists when filtering the contact list, assigning activities to contacts, sending batch emails, and batch printing in NexJ CRM.
You can create saved lists and specify the name that appears for users in NexJ CRM.
Adding saved lists
Add a new list to allow users in NexJ CRM to associate or search for profiles that are related to the list.
To add a new saved list:
Deleting saved lists
- Navigate to the Entity Codes page.
- In the Lists tab, right-click the list want to delete and select Delete.