Add Records to Contact List

Contact lists can be populated by using a filter, by appending records from another list, or by manually adding individual records from each contact record screen.

Use Filter to Add Records to Contact List

1.Click the List Name for the list to which you want to add records on the Contact Lists Query screen

2.Click "Edit" in the Edit Bar on the Individual List screen

3.Click "Add Records."  The Add Contact Records to List screen will open as a pop-up window.

4.Click the "Add Filter" hyperlink

5.Create your filter statement. For more information about creating filter statements, see Working with Filters.

6.Click "Apply" after you have finished creating your filter(s)

7.The results section will be narrowed to only display records that match your criteria

•If you want add all resulting records to the list, click "Add All Records Selected by Filter."

•To selectively choose which of the resulting records to add to the list, use the check boxes to the left of each resulting record. When all desired records have been selected, click "Add All Checked Records."

8.Click "Save" back on the Individual List screen

Append Records from Another Contact List

1.Click the List Name for the list to which you want to add records on the Contact Lists Query screen

2.Click "Edit" in the Edit Bar on the Individual List screen

3.Click "Append Records."  The Append Records From Another List screen will open as a pop-up window.

4.Select the list(s) that you want to append to your current list using the check boxes on the left

5.Click "Append Records"

6.Click "Save" back on the Individual List screen

Add Individual Contact Record to List from Contacts

1.Locate the contact record you want to add to the list

2.Click "Edit" in the Edit Bar at the top of the record

3.Click the Lists Accordion bar to expand it

4.Click "Add this contact to a list"

5.On the pop-up window, search or browse for the contact list(s) to which you wish to add this record

6.Put a check next to the list name(s)

7.Click "Add this contact to selected list(s)"  

8.Click "Save" in the Edit Bar at the top of the catalog record

Add Records from the Query Screen

1.Filter or search for the contact record(s) you want to add to the contact list

•If you only want to include some records from the results of your search, use the check boxes to the left of each record in the Browse Grid to select the records

2.Click the "Add to List" button above the Browse Grid

3.Select "Add to existing list" or "Create new list"

•To add records to an existing list, select the list name from the drop-down list. You can begin typing the list name to narrow the list.

•To add records to a new list, type in the List Name, choose the List Category from the authority file, and select the List Manager from the drop-down list

4.Click "Apply"

•When adding to an existing list, if some records are already on the list, you will receive a message asking you to confirm

If you have created a new list while adding records, the contact list will appear on screen. If you added records to an existing list, you will remain on the Query screen.