View a List

Owned by Joe Large
Mar 14, 2024
2 min read

To view and manage Lists, navigate to Lists.

The "All People" list is shown by default when you enter the Lists section.

 

An example All People list

Selecting a List

Click on "All People" to reveal the list picker, then choose the desired list name from the picker to load that specific list.

 

List Buttons

The Lists interface provides these buttons:

 

  1. List Picker - Allows selecting from available lists

  2. Edit List - Modify the currently viewed list

  3. New List - Create a brand new list

  4. Delete List - Remove the current list (does not delete people)

  5. Record Count - Shows number of records in the current list

  6. Actions - Perform various actions on the current list. See

Using the grid

Person records in the selected list are displayed in a grid format, with each row representing an individual. Credential field data is shown in collapsed rows grouped under each person.

To view additional details or make updates, select a person's row in the grid. This will take you to their dedicated Person screen, where you can:

  • View and edit information

  • Capture photos and signatures

  • Print credentials

A "back" button appears beside the Person icon, allowing you to easily return to the list you came from after visiting an individual record.