A saved list is a custom list of contacts that may not otherwise share a common characteristic or property. You can create saved lists and access them when filtering the contact list, assigning activities to contacts, sending batch emails, and batch printing.

Creating saved lists

You can create new saved lists containing contacts that you frequently need to access as a group.
You first create a saved list, then you add contacts to the list.

To create a new saved list:

1. Navigate to the Contacts workspace.
   

   Business administrators can also create saved lists in the Lists tab on the Customize workspace.

2. In the contact list, click the Action button for a contact and select Add to > List.
   The Select Lists dialog opens.
3. Click the Add List button.
   The Add List dialog opens.
4. In the Name field, enter a name for the saved list.
5. In the Type field, do one of the following:
   • To create a list that can only contain contacts, select Contacts.
   • To create a list that can contain any contact type, for example, contacts, companies, and households, select Mixed.
6. In the Security tab, define view and edit settings for the list.
7. Click OK.
   The Add List dialog closes.
8. Click OK.
   The Select a List dialog closes.

The saved list is created and available for you to add contacts to. When Capital Markets functionality is enabled, you can access the list of your saved lists in the My Lists tab on the Home workspace.

 Adding a contact to a saved list

You can add a single contact to an existing saved list.

To add a single contact to a saved list:

1. Navigate to the Contacts workspace.
2. Select a contact.
   The selected contact's profile opens.
3. In the contact banner, click the Options button and select Add to > List.
   The Select Lists dialog opens.
4. Select a saved list from the left side of the dialog and click Add to add it to the right side of the dialog, which displays the contacts that belong to the saved list.
5. Click OK.
   The Select Lists dialog closes. The contact is added to the saved list.

The saved list appears in the Lists subtab in the Detail tab of the contact's profile. When Capital Markets functionality is enabled, you can also access your favorite saved lists in the My Lists tab on the Home workspace.

Adding multiple contacts to a saved list

You can add multiple contacts to a saved list.

To add multiple contacts to a saved list:

1. Navigate to the Contacts workspace.
2. Perform a search to return all of the contacts that you want to add to a saved list, and do one of the following:
   • To add all of the contacts returned by your search, select the Select or deselect all records checkbox at the top of the list.
   • To add a selection of the individual contacts returned by your search, select the checkboxes next to the individual contact names.
3. Click the Actions button at the top of the contact list and select Add to > List.
   The Select a List dialog opens, displaying the available saved lists.
4. In the Action field, select Add.
5. In the Saved List field, click the Select button.
   The Select List dialog opens.
6. Select the list that you want to add contacts to, then click OK.
   The Select List dialog closes.

7. Click OK. A confirmation dialog opens and indicates the number of contacts that will be added to the list.

   If you choose to add a large number of contacts to the saved list, contacts are added using a batch process. You will receive a notification after the batch process completes.

8. Click Yes.
   The contacts are added to the saved list.

The saved list appears in the Lists subtab in the Detail tab of each contact's profile. When Capital Markets functionality is enabled, you can also access your favorite saved lists in the My Lists tab on the Home workspace.

Deleting saved lists

Delete any saved list that you have created and no longer need.

To delete a saved list:

1. Navigate to the Customize workspace.
2. In the Lists tab, click the Action button for the saved list you want to delete and click Delete.
   A confirmation dialog opens, asking you to confirm that you want to delete this saved list.
3. Click Delete.

The confirmation dialog closes and the saved list is deleted.

Viewing saved lists for a contact

You can view all of the saved lists that a contact is a member of.

To view saved list membership for a contact:

1. Navigate to the Contacts workspace.
2. Select the contact whose list membership you want to view.
   The selected contact's profile opens.
3. In the Detail tab, click the Lists tab that is found beside the Private Categories subtab.

The Lists tab displays the lists that this contact is a member of.

Removing a contact from a saved list

You can remove a contact from a saved list.

To remove a contact from a saved list:

1. Navigate to the Contacts workspace.
2. Select the contact you want to remove from a list.
   The selected contact's profile opens.
3. In the Detail tab, click the Lists subtab that is found beside the Private Categories subtab.
   The Lists subtab displays the lists that this contact is a member of.
4. Locate the list you want to remove the contact from, click the Action button , and select Delete.
   A confirmation dialog opens.
5. Click Delete.
   The confirmation dialog closes.

The contact is removed from the saved list.

Removing multiple contacts from a list

You can remove multiple contacts from a saved list.

To remove multiple contacts from a saved list:

1. Navigate to the Contacts workspace.
2. Perform a search to return all of the contacts that you want to remove from a saved list, and do one of the following:
   • To remove all of the contacts returned by the search, click the Select or deselect all records checkbox at the top of the list.
   • To remove a selection of the individual contacts returned by the search, select the checkboxes next to the individual contact names.
3. Click the Actions button at the top of the contact list and select Add to > List.
   The Select a List dialog opens, displaying the available saved lists.
4. In the Action field, select Remove.
5. In the Saved List field, click the Select button.
   The Select List dialog opens.
6. Select the list that you want to remove contacts from. Click OK.
   The Select List dialog closes.

7. Click OK. A confirmation dialog opens and indicates the number of contacts that you have selected to be removed from the list.

   If you choose to remove a large number of contacts from the saved list, contacts are removed using a batch process. You will receive a notification after the batch process completes.

8. Click Yes.

Contacts are removed from the saved list.

Modifying a contact's membership in saved lists

You can modify which lists that a contact belongs to.

To modify a contact's list membership:

1. Navigate to the Contacts workspace.
2. Select the contact whose list membership you want to change.
   The selected contact's profile opens.
3. In the Detail tab, in the Lists subtab found beside the Private Categories subtab, click Select.
   The Select Lists dialog opens. The list on the left displays available saved lists and the list on the right displays saved lists that the contact is a member of.
4. Adjust the list on the right by clicking the Add and Remove buttons.
5. Click OK.
   The Select Lists dialog closes.

The changes made to the contact's list membership are saved.

Managing favorite users

A favorite user is any user that you need to frequently access. You can save time by assigning a schedule item or a task to a favorite user without having to open and search for the user in the Participants dialog from the schedule item or task dialog.

To manage your list of favorite users from the Schedule workspace:

1. Navigate to the Schedule workspace.
2. Create a new schedule item.
   For more information about creating schedule items, see Adding schedule items.
3. In the Add Schedule Item dialog, in the Assign To drop-down menu, select Manage Favorites.
   The Manage Favorites dialog opens.
4. In the Manage Favorites dialog, the list on the left is the list of all available users. The list on the right is the list of your favorite users. Use the Add and Remove buttons to move users between the two lists as desired.
5. Click OK.
   The Manage Favorites dialog closes.

Your favorite users are displayed in the Assign To drop-down list in the Manage Favorites dialog for one-click selection. You can use this list for any schedule item that you create.

Setting favorite saved lists

You can set a saved list as a favorite saved list so you can quickly access it.
You must have created the saved list before setting it as a favorite saved list.

To set a saved list as a favorite saved list:

1. Navigate to the Contacts workspace.
2. Click the Set Filter button in the Filter field above the Search field.
   The Set Filter menu opens that contains your favorite saved filters.
3. Select Saved Lists > Manage Saved Lists.
   The Manage Saved Lists dialog opens.
4. Search for the saved list that you would like to make a favorite saved list and select it.
5. Click Add and OK.

When you select Saved Lists again, the favorite saved list appears above the Manage Saved Lists menu item.