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Saving and Editing a List

1. If you want to save a list, press Save List As in the list menu bar on the My List page.

Save List As 1

2. If you know you want to preserve a list of these particular people, then click Saved List (Fixed set of People).

Saved List 2

3. If you want the list to update itself every time you load it, click Save Search (Dynamic set of search criteria).

Saved Search 3

4. Select the folder, name and description, then press Save.

Folder and Name 4

You may save a list as a dynamic search and/or a fixed list. If you always want your list to be up to date, select ‘Saved Search (Dynamic set of search criteria). If you want your list to reflect the situation on the day you created the list (eg. how many members did we have on November 1st), select “Saved List (Fixed set of People).

One advantage of a fixed list is that you may use the My Saved Lists section on the Create a List/Narrow My List/Remove People from My List/ Add People to My List page. This tool helps you include any fixed saved list in the search criteria you use to create a new list or search.