The Lists screen will display all lists regardless of their type, channel, active or recurring statuses.
Tapping on any of the lists items will open up that specific list.
There are currently two types of lists:
Owners- Owners Lists are specifically related to any list that is property based (Owners Search).
Custom- A custom list is any other list that is not property based (Any list that is from the web).
You will be able to select from three options being:
All Lists (Default selected)
There are three options provided:
There are four options provided:
You will be able to see anyone they have access to, in this case an admin will see everyone.
The currently logged-in customer is the default selection.
Right swiping through the list items and a tap to action will bring the following options for you:
Mark as Complete: After tapping on Mark as Complete you will be prompted with the option to mark the list as complete or cancel the action.
As soon as the list is "completed," this screen will change to a "You're all done" state.
View List: There are two versions of lists that can be accessed:
Contact List view (No Property Images)- You will see the list of contacts without property images when you choose a contact-based list.
Property List View (Property Images)- You will see the list of contacts with properties that are visible when you choose a property-based list.
Create New List for This Search: You will be able to update the number of contacts within the new list, as well as update the list name. Once you tap Create List you will be taken to the new list immediately.
List Settings and Schedule
There will be two options depending on where the list has come from:
If the list was made on the web then it can only be edited on the web.
If the list was made through the owner search on mobile then it will only be editable on mobile.
List Setting Overview: You will have multiple options to choose from in the list settings to edit the list:
- Owner Search (Only for Property Based Search)
- SMS Setting (Only for SMS Lists)
- List Settings
- When tapping on Update List the current list will be regenerated based on the new settings.
Owner Search Setting: When you tap on the Owner Search Setting you will be directed to the the Owner Search Screen to edit the details.