Lists and Intellilists

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.

Lists, both regular and temporary, have people who are put on their individually or in bulk, but are manually controlled, meaning that their contents change only when someone adds or removes people from them. Intellilists are different: they are essentially saved sets of rules which are automatically calculated. You don't add or remove someone from an Intellilist, instead VSys automatically determines who's on a list by whether or not that person meets the criteria of the list.

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