The **List Builder** feature allows users to create, customize, and export lists of individuals or organizations based on various filters and controls. Below is a detailed explanation of the functionality or if you prefer you can watch [this overview video](https://drive.google.com/file/d/1Tt7bP5y7duZ6wZZpVnTL5mQOyjTtlMFD/view). --- ### **Search Types and Filters** - **Search Types**: Specify the group of people or organizations to include in the search. Options include "all persons" or other custom groupings. - **Filters**: - Specify more specific criteria based on the specified search type. --- ### **Result Controls** - **Group Type**: - **Individuals**: Include individual members. - **Organizations**: Include organizations. - **Subtype**: Specify the type of organization (if applicable). - **Person Categories**: - Options include all, exclude kids, kids only, parents only, or primary only. --- ### **Additional Filters** - **No Paper Mail**: Set rules for handling individuals or organizations marked as "No Paper Mail" (e.g., Ignore or Exclude). - **Add Spouse**: Include spouses in the results. - **Email Addr Only**: Restrict the results to those with email addresses. - **Include Deceased**: Optionally include deceased individuals in the results. - **Include Inactive**: Include or exclude inactive members based on the toggle. - **Suppress No Contact**: Automatically exclude individuals or organizations marked as "No Contact." - **De-Duping Strategy**: Manage duplicates by: - **By Individual** - **By Household** - **Allow Duplicates** --- ### **Display Options** - **Display All Rows**: Override default visibility settings to display all records in the results. --- ### **Export Data Options** 1. **Export to Excel**: - Click **Select Columns** to choose specific fields for export. - Enter a filename for the Excel export, and click **Export** to download the file. 2. Export Type: Choose between "Formatted Table" or "Export Table." --- ### **Search Management** - **Save/Get Search**: Save current filters or load previously saved searches. - **Clear Results**: Remove all results from the current list. - **Remove Results**: Delete specific selections from the results list. - **Add Results**: Append additional results to the current list. --- ### **Action Buttons** - **Assign to Tactic**: Use this to assign the selected records to a specific tactic or strategy. - **Save to Group**: Save the filtered records into a predefined group for future reference. - **Send Letter**: Quickly initiate a letter/email campaign for the selected records. --- ### **Pagination** - Navigate through results using pagination controls located at the bottom of the list. --- ### **Other Notes** - The tool displays the total number of records at the bottom of the results section. - A search queue is available to manage active and saved searches. By leveraging the **List Builder**, users can efficiently manage, refine, and export contact lists for various purposes like outreach, analysis, or reporting. ### **Note about List Builder 2** For customers with access to **List Builder 2**, this updated interface provides an enhanced experience with advanced filtering options and a more intuitive design. Key differences include: - **Search Wizards Panel**: - Features an organized list of expandable filter categories, such as **Date Conditions**, **Membership Status Filters**, **Donor Status Filters**, and more, allowing for precise customization. - **De-Duplication Strategy**: - Enhanced de-duping strategies are now prominently displayed and easy to adjust: **By Individual**, **By Household**, or **Allow Duplicates**. - **Streamlined Query Management**: - The interface simplifies managing multiple searches with a clear display of the number of active searches in the queue. - **Improved Filtering**: - The ability to dynamically toggle and layer advanced conditions, such as **Relationship Filters** and **Geo Filters**, for more tailored results. Customers transitioning from the original List Builder to **List Builder 2** should expect the same functionality with added ease of use and expanded options. For assistance or training on the new features, please contact your support representative.