List Builder Module

List Builder Module

To create a list of names and contact details - the list builder gives you a comprehensive tool to search and find people to add to the list.

1. Search using information about the people or companies and their related transactions using Person Picker.  For example - who placed an order in the last 2 months, or who attended the recent event, or who has not had a transaction for 3 months.
2. Searching provides a search result - names and contact details.  
   1. Select names from the search result individually, using multi-select, or all - to add to the list - then search again.  
   2. Gradually build up the list by adding from different search results.
3. Review the list and remove names that you do not want on the list.  
4. Save the list definition for repeated use.

Can then export the list in order to send an email, use in /wiki/spaces/SE/pages/32638139, or export for use in an external system - for example a Newsletter broadcast system.