Open a Saved List

When you open a saved list, you view the latest records that meet its filter criteria. Based on the list's security settings, you may also be able to adjust its selected filters.

  1. From a list, select the type of records to work with, such as Constituents or Gifts.

  2. Select Add and Open a saved list.

  3. Search for the list or choose its name.

    Tip: To view only the lists you created for use by yourself or others, select Only my lists.

  4. Select Open.

Note: To help prevent confusion, you can't open multiple instances of a saved list at the same time.

Tip: In Portfolio, Work center, you can manage lists related to your personal fundraiser activity. For more information, see Work Center Overview.

Tip: If you have several lists open, then the list tabs will collapse in a menu. Select the menu to choose a list to view.