List Details

When you click on the name of a list on the My Lists page, you'll be directed into its details which we call "List Details." There are multiple functions you can access from this page, and we will explain to you what these options are below:

List Name

The "List Name" field at the top of the page shows the current name of your list. If you would like to change the list name, simply type the new name into this field and click "apply".

Navigation Function Buttons

There are various buttons towards the top of the page. Clicking on a respective button will allow you to take one of the following actions:

• Create Message: This option will allow you to create a new message. If you already have a message for your list, make sure to hit Edit Message to resume.
• Edit Message: This option will allow you to resume your prior message. 
• Start BrightChat: If you have this add-on, you'll be able to start a BrightChat with this list of contacts using this option.
• Import/Export: This will allow you to import a CSV file to add the data to your list. You can also use this option to export the contacts on this list to a CSV file.
• List Settings: This will expand to a multitude of options when it relates to list access (admin only), disabling deleting the list, CC and settings related to texts, calls, emails, emergencies.
• Send Message: This will send the message you have composed for this list.

Using the Search Bar

You can use the search bar to find information in the list such as contact names, phone numbers, and email addresses. 

Using the Advanced Functions Drop-Down

The "Advanced" drop-down gives you access to additional list functions. Here you can filter the contact list by specific fields, refresh the list, and clean up the list by deleting disabled contacts.

How to Add Contacts to the List

Note that for sync or linked lists, any changes to the list will be overwritten with the nightly sync. 

The "Add Contact" button will let you add a new contact to the list. Clicking the "Add Contact" button will take you to the Edit Contact screen where you can then enter any pertinent information for that contact. Click "Apply" to save your changes. If you have multiple contacts to add to the list, see Import Contact List. 

How to Edit Contacts in the List

To edit an existing contact, click on the Edit (pencil) icon or click on any of the contact information in that line to bring you to the Edit Contact page for that contact. Make any necessary changes, then click "Apply" to save your changes. If your list name shows (sync) or (linked) after the name, any changes you made will be overwritten with the nightly sync, so make sure to make any changes in your source data/SIS as well.