Saved lists are static lists that users can create to contain entities. Membership on the list is curated by the user rather than by search or filter criteria.

You can create personalized saved lists of entities. They should be ones that you frequently need to access as a group.

You can use a saved list just like you would any other list.

Mark it as a favorite in order to access it when filtering the table on the Contacts workspace.

Creating saved lists

There are multiple ways to create saved lists and add entities to them. Choose the one that best fits your current workflow:

Create a list and then populate it with entities to have them available later:

• On the Contacts workspace:
  
  • Click the Manage filters and lists button 
  • Click the Add Filter or List button  , select List, and fill in the required information.
  • To add the list to your favorites and display it on the Contacts workspace, select the Add to Favorites checkbox.

Select an entity to add to a list and then create the list:

• On the Contacts workspace:
  
  • Click the More Actions button   for an entity and select Add to > List.
  • In the Select a list dialog, click the Add a new item button   and provide the required information.
  • When you return to the Select a list dialog, select the newly created list to add the entity to it.
• In an entity's Detail tab, on the Lists card:
  
  • Click the Select a list button 
  • Click the Add a new item button and provide the required information.
  • When you return to the Select a list dialog, select the newly created list to add the entity to it.
• On an entity's banner:
  
  • Click the More Actions button and select List.
  • In the Select a list dialog, click the Add a new item button and provide the required information.
  • When you return to the Select a list dialog, select the newly created list to add the entity to it.

Select multiple entities to add to a list and then create the list:

• On the Contacts workspace:
  
  • Use checkboxes to select multiple entities
  • Click the More Actions button in the data table toolbar, and select Add to > List.
  • In the Update a List dialog, in the Saved List field, click the Select button 
  • In the Select a list dialog click the Add a new item button and provide the required information for your list.
  • When you return to the Select a list dialog, select the newly created list to add the selected entities to it.

When creating a new saved list:

• You must choose the types of entities that will be able to be included in the list.
• Set the security for the list to either Private or Public.

Adding entities to saved lists

To add individual entities to a saved list, select the entity first, and then choose a list to add it to:

• Navigate to the detail page for an entity:
  
  • In the Detail tab, on the Lists card click the Select a list button  .
  • Add the entity to an available saved list by selecting the corresponding checkbox.
  • To remove an entity from a saved list, clear the checkbox.
• On the Contacts workspace:
  
  • Click the More Actions button   for the selected entity(s) record and select Add to > List.
  • Add the entity to an available saved list by selecting the corresponding checkbox.
  • To remove an entity from a saved list, clear the checkbox.

You can also add or remove an individual entity from a saved list by using the checkboxes. Select the entity(s) and follow the instructions for adding entities to a saved list below.

After you add an entity to a saved list, the list is displayed in the entity's Detail tab, on the Lists card.

If you choose to add many entities to a saved list, the entities are added using a batch process. You will receive a notification after the batch process completes.

Editing saved lists

After creating a saved list you can still edit the List Name and Security Settings.

There are multiple ways to edit saved lists:

• On the Contacts workspace:
  
  • Click the Manage filters and lists button  .
  • Locate a saved list in the data table and click the Edit button  .
• On an entity's List card:
  
  • Click the More Actions button   for the list and select Edit.
  • If you select Delete, the entity is removed from the list and the list remains in the system.

Deleting saved lists

To delete a saved list from the system:

• Navigate to the Contacts workspace and click the Manage filters and lists button  .
• Locate a saved list in the data table and click the Delete button  .

Using favorite saved lists

You can quickly view the member records of a saved list in the data table.  To do this add saved lists to your favorites on the Contacts workspace.

If another user creates a saved list and sets the security to public you can add it to your favorites.

If a public list contains records that are not available for you to view, those records do not show up on your table.

Similar to filters, when you are viewing a saved list, you can use filter chips to filter the records.

To add a saved list to your favorites on the Contacts workspace, click the Select favorites button   and select a saved list.

To remove a saved list from the Contacts workspace, click the Select favorites button   and clear the checkbox beside the list name.