This guide reviews features in the Lists Module. It is intended for general users.
An aACE list is a collection of CRM records. The Lists module allows you to create and manage groups of contacts or companies.
Note: Any general list view or detail view icons will not be discussed below. For information on these icons, please read our help guides on the List View and the Detail View.
Navigate from Main Menu > CRM & Sales > Lists, then select a list to view details:
1. General Info
Creating a list allows you to specify the type of list, a manager, and if the list is 'private.'
- Type — Select an existing category from the dropdown list or click Edit to add a new one. You must specify a Type before you can activate the list.
- Manager — Select a team member from the dropdown to specify them as in charge of the list
- Private — This flag prevents other users from viewing the list.
2. Contacts / Companies
These tabs display the individual contact or company records included in the list. Select a record to display details in the corresponding module. You can add contacts or companies to their respective lists by clicking either the Contacts selector icon (
) or the Companies selector icon (
).
Attached To
aACE displays all related contact and company records in a summarized format. Select an item to display all the individual records in their corresponding module. You can click the 'All Records' go-to link at the bottom of the Attached To section to auto-open all modules that have the attached records.
Clicking the Refresh icon (
) will update the Attached To section with any new related records.