Concepts
Lists are collections of people used for mailings and many other things. Collect people on lists for many purposes, including for mailing and reports. Lists can be global, where they're available everywhere including all projects, or project-specific and only available in that project. You can also make temporary lists which last only until you exit VSys - these are great for "tagging" people for bulk operations.
Using People on Lists
You can use lists as sources of people in different reports and exports.
Person lookup |
Select People on lists |
Mail merge |
Check Only people on one or more lists |
Basic and custom mailing labels |
Check Only people on one or more lists |
People report |
Check Only people on one or more lists |
Phone list |
Check Only people on one or more lists |
Project people report |
Check Only people on one or more lists |
Name tags, badges and credentials |
Check Only people on one or more lists |
Custom reports |
Set Type of report to People on one or more lists |
Basic exporter |
Set Type of report to People on one or more lists |