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Editing A Search

Instructions and best practices around using 'Add Contacts', 'Remove Contacts', and 'Narrow Contacts' in Create-A-List

  • Editing a Saved Search or List

    Edit the search, if necessary In addition to adjusting the search criteria of the list, organizers sometimes need to edit their saved search or list. All saved lists are in View My Folders. Choose the...

  • Editing a Search while in Create a List

    Edit the search, if necessary In addition to adjusting the search criteria of the list, organizers can further edit the query by using the Add Step button. The Add StepĀ button uses the previously pull...