What
Adding Contacts to a Hotlist from a View
New functionality allows flexibility when adding contacts to hotlists. This can now be actioned with a click of a button from a contacts View.
From the Contacts focus on the site map, one or multiple contacts can now be added directly into as many of your Hotlists as desired.
New functionality allows flexibility when adding contacts to hotlists. This can now be actioned with a click of a button from a contacts View.
From the Contacts focus on the site map, one or multiple contacts can now be added directly into as many of your Hotlists as desired.
Where
Home > Contacts > Select View > Select Contact(s) > Top Ribbon Select Add to Hot List(s) > Within the search field either hit Enter on your keyboard, select the magnifying glass icon or start typing the Hotlist by name > Select Hotlist > Select Add
How
To add Contacts to a Hotlist from the View, ensure you are in the Contacts focus and within the correct View. Select the contact(s) from the View and click on the Add to Hot List(s) button on the top ribbon:
The below highlighted search field will first appear with nothing below it. To find a list of all of your available Hotlists, hit the Enter key on your keyboard or click the magnifying glass icon within the end of the field. Simply select the ones you wish to add your contact(s) to.
Alternatively, to find a specific Hotlist starting typing the title, as seen on the example below.
At the bottom of the above window, click the Add button to finalise the action.
These people will now be added to your Hotlist(s).
NOTE: The Add to Hot List(s) button is not available to view from the top ribbon unless a contact has been selected.