How to build a custom contact list using List Builder
List Builder lets you build a list of specific contacts by dragging and dropping them into the List Builder Window. You can search across different areas of Sumac CRM, compile those results in one list, and then take advantage of the tools in the Contacts list window such as sending emails, creating customized letters, etc.
In this example, we'll build a contact list that includes your board
members and any donors who have given in the last week. Open the Contacts area of Sumac and click the List Builder button. This will open the List Builder window. Drag it to the side so that you can access the List Builder window and continue to work in Contacts.
Select all those donations and drag them into the Build Contact
List window as you did with the list of Board Members.
Now you have a customized contact list built from searches in
different lists. When you’re done building your list, click Select All then
click Show Contacts. This shows the selected contacts in the contacts list
window.
You now have all the power of the contacts list window including the ability to send emails, create customized letters, and print labels, and more.
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