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Canvas List

Search results can be saved as canvas lists so that these can be displayed at a later time.

Perform your search

Perform your search
  • From List View click the Functions.... button
  • Select Save List - Current (Canvas List)
  • Click OK

The Canvas list window appears

  • Enter a title for the Canvas list in the Search title field at the top

To add contacts from a Canvas List to a longlist or mail merge

To add contacts from a Canvas List to a longlist or mail merge
  1. Flag the contacts in the canvas list
  2. Click the Show flagged contacts button to view the flagged contacts in List view
  • Click the Functions.... button
  • Choose the appropriate option

To Access a Saved Canvas List

To Access a Saved Canvas List
  • In People… List View
  • Click the Functions…. button
  • Select Saved Lists - Restore (Canvas list)

This takes you to the Canvas lists window

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