Creating a Subset List by Selecting Individuals (Ad hoc Subset List)

When you want to create a subset list by selecting individuals from an existing list, we call this making an "ad hoc subset list." This is useful especially when you want to save a selection of specific contacts in list form for future use. To create a list that pulls from a subset of criteria rather by selecting individuals, see Creating a Subset List by Filtering Criteria.

How to create an ad hoc subset list

1. From your My Lists page, check the box next to the list you'd like to copy.

2. Click "Select an Action" then select "Copy a List" from the menu.

3. Don't change any of the list settings but do give your copy a new name. Then click OK.

4. In the new linked list it created, go into that list and unselect all, then select just those members you want to be in the list. (Note: Don't remove/delete the unselected contacts as their unselected names are the "place fillers" to make sure they remain disabled.)

5. You can hide the deselected contacts that you don't want included in the list by clicking on the "Hide Disabled Contacts."

Taking this approach will create a linked subset list. As the system syncs, any changes in phones/email will update in the list. 

You can temporarily uncheck "Show Only Enabled Contacts" if you want to see others in order to add more to the list (or just uncheck them -- don't delete them -- to remove them from the list).