List Editor

Tools

These show on the left side of the screen

Refresh

Reloads the displayed contents of the list. Use this when other users may have made other changes while you're viewing its contents. Not available when the Save button is visible.

Backup

Backs up the contents of the list into a .zip file which can be used to import the list into another copy of VSys One.

Export

Exports the people on this list to a dBase file. The export contains only the person's ID, object type, name, and the project's ID code.

Empty

Deletes all people from the list. Not available on Intellilists.

Duplicate

Makes a copy of this list with a new name. Changes made to the copy don't affect the original, nor do changes to the original affect the copy.

Add person

Globally	Shows the standard person lookup tool to add a single person by searching on their personal information.
Show add entrants tool	Selectively find people based on any number of criteria. You can then click and drag people individually or in bulk onto the list.

Add to another list

Adds the people on this list to another list.

Add from another list

Adds people from another list to this one (not available for Intellilists).

Subtract from another list

Removes the people on this list from another list.

Subtract from this list

Removes people from this list who are also on the list you select when prompted (not available for Intellilists).

Intersect with another list

Deletes from this list any people who are on this list but not on the second list you choose (not available on Intellilists).

On the right-click menu

Right-click on a list to modify that list or perform other actions.

Edit this person

Brings up this person in the profile editor.

Delete this item from list

Deletes this person from the list. Does not affect the person.

Send this person a letter

Performs a quick mail merge to send this person the letter you select.

Print a report for this person

Allows you to select a report to print for this individual.

Select

Use this to select all, none or reverse the group of checked people.

Selected items

Add to another list	Adds the selected people to a different list.
Delete from list	Deletes all selected people from the list. Not available on Intellilists.
Send a letter	Performs a quick mail merge to send all checked people the letter you select.

In This Section

Standard and Temporary Lists

Intellilists