Work lists

If you want to compile several contact records, e.g. for a telephone campaign, you can combine them in a worklist. When creating the worklist, you can specify whether it is only visible to you or whether it is also visible to the office group or all users. The last two options can only be selected with the appropriate user rights.

Notice:

Please note that the maximum number of records per work list is limited to 10,000.

You can call up the worklist with the contact records at any time using the selection box above the list view.

Worklists can also be used for serial mails, serial letters, in the addressing area of e-mails etc. for selection.

To create a worklist, click on the checkboxes next to the contact records relevant to you and click on Worklist action >> Create/Expand/Movein the action bar. A pop-up will then open, in which you can make some settings. In the newly created list, you will only find the previously selected contact records, unless you have extended an existing list.

Work list from the list view

In the list views, you can select the individual data records for the worklist using the checkbox. After the selection, click on Worklist Action >> Create / Extend / Movein the action bar. A pop-up will then open, in which you can make some settings. For new worklists, you can specify the name and visibility. You can also move records to other worklists or remove them from a worklist.

Record data records directly

You can also add another contact record directly to a worklist by selecting Worklist action >> Create/Extend/Move >> Extend an existing worklist in the action bar to extend a worklist.

Notice:

A detailed description of how to create and edit the individual worklists can be found in our tutorials– Creating and editing

Contacts