Product Updates

Saved Searches – My Mailing Lists

Saved Searches – My Mailing Lists

Updated
April 22, 2025

Saved Searches – My Mailing Lists

 

Your Mailing Lists that are created via the Mailing List Wizard (or Dynamic Search Wizard)  will be displayed in the Advanced Search under Saved Searches → Mailing Lists.

Click on the desired list to view the list of contacts in the corresponding mailing list. You can adjust the results via views (1) to change what information is displayed. You can also put the list into split screen mode (2) to efficiently work the list for follow up. To navigate to the client record double click on the client name in the list.


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