How do I create a list?

Lists are a great way to gather information to view, export, or even work from. Here is how you can build a list in Batchbook.

Step One

Step One

Go to the Lists & Reports tab and then click on + Contact List.

Step Two

Step Two

Give your list a name. If you like, you can also give your list a description. Be sure to click Save.

Step Three

Step Three

To pull a list of all records, select Add All Records.

Choose Add by Search Criteria to build a list of specific records. You can choose which field to search on, including SuperTag fields.

To add more criteria to the search, click the + after the first set of criteria. It is a good idea to do the broadest search first and then narrow the list down with additional search criteria. Click to Search.

Step Four

Step Four

All of the records found by your search will show up in the list. You can hover over the names to view details, click to go to the records or you can remove them from the list.

Step Five

Step Five

If you want to export your list or view it as a report, you will need to select which fields to show. In the List Data section, click on the blue edit pencil to open up all of your field options. Check the boxes next to the fields you want shown in your report. You can even add SuperTag fields.

After you check the fields you want, be sure to click Save.

Note: Use Deal Information and Communication Information fields when you are creating a list of Deals or Communications. It is always a good idea to filter your list to include just Contacts (Individuals and Companies), just Deals, or just Communications, as these all have different fields and look differently when you export them. You can filter the list by choosing Record Type in the search filters.

Step Six

Step Six

Once you add some fields in the List Data section, you can do several things with your list. You can print labels, export as CSV (which you can open in any Spreadsheet program), export vCards, or View your Report. You can also view your lists on your Dashboard using the Lists View widget.

Note: If you look up companies in your list but also want to see employees, you can check the box here to pull them into your report.