Video Tutorial
Get a full overview of the contact lists feature in this short video tutorial, or read more below.
Working with contact lists
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Create a contact list
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You can access the contact list builder in your Settings on the Contact Lists tab, or click
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To create a new contact list
1. On the Contact Lists tab, click
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2. Enter a name for your list
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Contact Lists replaces the previous ability to add recipients for custom catalogues using an email address. Using contact lists, you can add single or multiple email addresses for your contacts who are not in the directory using their email addresses, and tag these users on both custom catalogues and notes.
If you previously added email address recipients on custom catalogues, contact lists have been created for you automatically for each unique set of email address recipients on your existing catalogues. You'll see these in your Contact Lists, named "Email List [number]". You may rename, edit or deactivate these lists as you see fit.
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You are returned to the Contact Lists tab
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You can now look-up and tag your contact lists as a group of recipients for any note or custom catalogue.
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Add a contact list to notes or catalogues
When you want to share a note or custom catalogue, search for the contact list name in the Add Contacts box. The name will display, along with a count of the number of contacts that are in that list.
Once the list is added, your contacts will be tagged as a group of recipients for that note or custom catalogue.