Save a Company List

To Save a Company List:

1.Click Save.

2.Click All xxx Companies.

3.Select a destination folder for the new list.

4.Enter a unique list name for the list.

5.Click Save.

To Create a New Folder:

1.Select the parent folder, click the blue Create New Folder icon, then rename the new folder.

To Delete a Folder:

1.Select the folder and then right-click. A pop-up appears.

2.From the pop-up, choose Delete Selected Folder.

To Delete a List:

1.Highlight the list and right-click. A list appears.

2.From the list, choose Delete. The list is deleted.

As a result of doing a search or a Power Search for Companies, a list of Companies appear in the Browse tab. This list may be saved into a folder of lists. There are two types of folders to which a list may be saved:

•A Public folder - accessible to all other Deskflow Users.

•A Private folder - accessible only to the User currently logged into Deskflow.

Create a Companies List

•Any search that creates a list of more than one record can be named and saved in a User defined folder.

•A single Company can be added to a list from a Company view.

•All lists that a single Company belongs to can be seen from the Company View.

•Deskflow prevents a Company from being added to the same list twice.

•To merge a list with another list, drag it onto the destination list.

•To copy, cut, rename, delete, split or merge a list, select the list then right click.

•Lists that are saved in the Private folder can only be viewed by the owner.