List Results

Using List Results

Once you have located a list of records (Contact, Message, Outreach, Service, or Document), you can use Filters to locate specific sets of records for processing or tag records with Personal Tags to help you organize records in ways that are personal to you.

You can use the Analyze feature to graphically view List results in either a pie or bar graph and the Map feature to view records based on zip code, county or state mapping.

In the List Results page, you can also select specific records for processing or locate and edit a single record, or save records as a List.