Live Lists in ARTERNAL are a powerful tool that automatically update based on your search filters, ensuring your contact lists remain current without the need for manual updates. This feature saves you time and makes it easy to access filtered contacts whenever you need.
Creating a Live List:
Navigate to the Contacts Tab:
Open the Contacts tab to get started.Open the Filter Dropdown:
Apply your preferred filter criteria by opening the Filter dropdown. For example, you can filter by Tags.
Select a Tag:
Choose the desired tag (e.g., "Ben Baum") from the list to filter contacts with that tag.
Save as Live List:
After applying the filter, click Save as Live List.
Name Your Live List:
Enter a name for your Live List and set its visibility:Public: Accessible by everyone in your organization.
Private: Accessible only by you. Click Save to finalize.
Accessing and Editing a Live List:
Access the Live List:
To view your Live List, click Live on the left-hand menu and select your desired list.
Edit the Live List:
To make changes, click Edit Live List at the top. You can add or remove filters as needed to refine the list.
By using Live Lists, you can ensure your contact management remains organized and up-to-date without the need for constant manual updates.
Frequently Asked Questions (FAQ):
Q: What is the difference between a Live List and a Static List?
A: A Live List updates automatically as contacts are added or modified based on the filters you set. A Static List is manually maintained and does not update automatically.
Q: How do I create a Live List?
A: Apply filters in the Contacts tab, click Save as Live List, name the list, and choose whether it's public or private.
Q: Can I edit a Live List after creating it?
A: Yes, you can edit a Live List by selecting the list and clicking Edit Live List at the top of the page.
Q: What happens if I add new contacts that match my Live List filters?
A: Any new contact that meets the filter criteria will automatically be added to your Live List.