Filters vs Lists
Use filters and lists to add activities, send batch emails, and perform batch-printing jobs for households or contacts that are members of the filter or list.
Filters
Filters are dynamic lists that are created by filtering various properties found on households or contacts. For example, you can create a filter to include only households that have an email address listed.
See Creating and Saving Filters for more information.
The next time you add an email address to a household that didn’t previously have one, that household will appear within the filter automatically.
Lists
Lists are static rosters that you can create to contain household or contact records that can but do not have to share a common property.
After you create a list, mark it as a favorite in order to access it from the Contacts workspace.
Because lists are static and not dependent on common properties, if you need to remove a household or contact from a list, you will need to click on the More Actions
button within the Household or Contact and choose List to uncheck the list you want to remove them from.
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