Allow lists to be created in web view by searching for constituents and adding them, rather than starting with a query

This would be really helpful for bespoke lists. Currently the process is very time-consuming: you have to look up the constituents, record their IDs, enter a query for the specified IDs, then convert the query to a list. A simple 'add to list' button would make this much quicker.

  • Guest
  • Jul 28 2022
  • Reviewed: Voting Open
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  • Barbara Thomas commented
    10 Sep 15:27

    This would be fantastic! I was going to add this as an idea and was happy to have it already in the system. We often manually create lists based on a variety of factors that wouldn't be effectively "query" and this would be a game-changer in terms of time and efficiency.

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