Create a contact list

A contact list is a named group of contacts: you choose who goes in, and the list stays saved for whenever you need it.

Open the module

Contact lists doesn’t appear in the side menu. There are two ways in:

• The command palette — press Ctrl + K (or Cmd + K on Mac), type lists and pick Contact Lists under Pages. See Command palette.
• Customize shortcuts, if you’ll be going there often: pin the module to the top bar and it’s one click away. See Shortcuts.

The table behaves like any other index in the Directory module: you can sort by column, filter, and choose which columns to show from Configure columns — see Customize the index page columns.

Create the list

Press the + button in the bottom-right corner (its label reads New Contact lists). The Create Contact list panel opens with four things you can fill in:

• List name — the only required field.
• Description — what the list is for. It shows as a column in the table, so it helps tell lists apart at a glance.
• Contacts — who goes in. You can leave this empty now and add them later.
• Assigned to and Collaborators, in the Primary section — who owns the list and who else works with it.

Confirm with Create. The list appears in the table with a List code that Prolibu generates on its own, in the CNL-… format, and the Contacts column shows how many members it has.

To fill it or empty it, see Add or remove contacts from a list.

Lists don’t update themselves

A list holds the contacts you picked, and only those. There are no criteria or conditions: if a new contact matches the idea behind the list tomorrow, it won’t join on its own — you have to add it.

How to check it: open Contact Lists → Create Contact List. The form only has two fields — Description (free text) and Contacts (a picker where you check contacts one by one) — with no criteria or condition builder at all.

When what you want is a group that recalculates every time you open it, what you need is a saved filter, not a list. The difference is explained in How to group records.

What a list is for today

For keeping the group together, with a name and owners, and coming back to it when you need it. It isn’t an audience: no other module takes a list as its recipient. Email campaigns, for instance, pick contacts directly, without going through lists.