Batchbook Knowledge Base Lists/ReportsHow to edit an existing List

How to edit an existing List

While your account comes with pre-defined Lists you may want to edit the List search criteria to better fit your needs.

Select List from List tab

On the List tab, select the list you'd like to edit and click More

Select List from List tab

Show search criteria

From the List detail page, select to Show Criteria.

Show search criteria

Edit Criteria as needed

Once the criteria is displayed you can edit the current criteria to better reflect your needs. New fields can be added to help further refine the search by selecting the + at the bottom farthest to the right. Fields you no longer need can be deleted by selecting the x next to the field. You can choose to apply this new criteria or return to your previous results. Once you select Apply, the previous criteria is replaced with the new.

Edit Criteria as needed