Batchbook Knowledge Base Lists/ReportsHow to create a new List

How to create a new List

While your account comes with pre-defined Lists you'll likely have ideas for other lists that will help you be successful. Creating new Lists can be done quickly.

Build a new List

Start by clicking the +List button on the Lists page or on the Advanced Search page (the magnifying glass icon)

Build a new List

Enter Criteria of Search

Use the dropdown provided to scroll to the field you'd like to search on. Basic fields are at the top while Custom Fields are down at the bottom. Keep in mind that searches can not be combined across record types. All search criteria must pertain to an individual or company for it to be returned in the search.

Enter Criteria of Search

Add additional search criteria

To add more fields to your search, click on the + sign outlined below and additional fields will be added on for you. These fields will always be joined by an 'and' qualifier.

Add additional search criteria

Adding Criteria

The + sign highlighted below will allow you to look across criteria in the same field with an 'or' qualifier

Adding Criteria

Search

When the criteria is set, hit search to look for matching records. You'll notice the Records Returned to the right change to reflect how many contact were found and what type of contact they are - people or business. If the numbers make sense to you, click Show Results to see the individuals that make up the list

Search

View Results of Search

Here you can view the results of your search including the contacts on the lists and a little information about their record. There are sort options at the top of the to help you better view the results. To save the search as a list so that it becomes a dynamically updating list in your account for continued use, click  Save as List.

View Results of Search

Name your new List

Give your new List a name and description.

Name your new List

New List Detail

You'll be taken to the new List detail page and the List will live on your Lists tab.

New List Detail