Lists are a tool designed to help organize the person profiles and company records in your Loxo database. You can use lists on your People page or your Companies page. You don't have to be an admin to create or share lists, and anyone who has access to a list can add or remove records.
Lists are great for tracking groups of records. Whether you are migrating data into Loxo from another platform, importing bulk data via a CSV, or simply trying to organize your records within Loxo, lists can be a useful way to organize static data. Once created, your lists will be sorted in alphabetical order, making it easy to pull up the one you're looking for.
Keep in mind that lists are static, which means you cannot search or filter by lists, other than by opening that specific list. If you're looking for a feature to help you cross-reference different groups of records or filter by a specific attribute, custom hierarchy fields may be a better option.
Read below to learn how to create and manage lists in Loxo.
Add a New List
Follow the steps below to add a new list. If you want to make a list to organize person profiles, start from the People page. If you want to make a list to organize company records, start from the Companies page. Lists are not synced or shared across pages.
Navigate to the People page or Company page using the navigation bar on the left, and select the 'Lists' option in the upper right corner.
Any of your existing lists will be available here. Select '+Create List' from the menu to add a new one.
A new "Create List" window will open. Fill in the details for your list.
Make your title clear and easy to identify from any other lists you have, or other lists you may make in the future.
Select whether you want to make this list visible to your other teammates.
Check the box next to 'Private' to make this list accessible only to you. Note: this does not automatically make the profiles on the list private, but it does stop other team members from seeing your list as an option in the 'Lists' menu.
Leave the box unchecked to allow your team members to use this list as well.
Click "Save."
Add People or Company Records to a List
Once you have created a list or you have been given access to a list by a team member, records can be added to it at any time. People records can only be added to lists created on the People page, and company records can only be added to lists created on the Companies page. Lists are not shared or synced between People and Companies.
People and companies can be on multiple lists, but can only appear once on a particular list so there is no possibility of duplication unless there are duplicate profiles for those people or companies within the database.
You can add records to a list individually or in bulk. Continue reading below to learn how to add People or Companies to Lists.
Go the the People page if you are working with people records. Go to the Companies page if you are working with company records. For the example below, we will work with People records.
Select the individual record (or records) that you want to add to the list.
To add one or a few records, select the check box for the profile(s). You can select profiles from both the List view and Card view of the People page.
To add a full page of records, use the 'Select all' option to highlight all of the records on the page. This will also reveal the option to "Select XXXX people on all pages."
Once you have at least one profile selected, you will see a series of actions available across your top navigation bar. Click the 'Add to...' button in the upper right corner of the page.
Select 'Add to List' from the menu.
Use the toggle to view your private lists or all of the lists accessible to you, including team lists.
Select the list you'd like to add the records to.
The records will appear on the selected list. Depending on the number of records you have added at one time, it may take some time for all of them to populate on the list.
Remember, you can always return to make edits to a list's name, privacy settings, or the records that are included.
*Please note that it is not possible, at this time, to add selected people from a campaign to a list.
Remove People or Company Records from a List
Once you have created a list or one has been shared with you by a team member, records can be removed from the list at any time. You can remove people or companies individually or in bulk. Continue reading below to learn how to remove records from lists.
Go the the People page if you are working on a list of people or the Companies page if you are working on a list of companies. For the example below, we will work with person records.
Use the 'Lists' toggle in the upper left corner to select the list from which you're removing profiles.
Select the individual(s) that you want to remove from the list.
To remove one or a few records, select the check box for the profile(s). You can check the boxes to select profiles from both the List view and Card view on the People page.
To remove a whole page of records from the list, use the 'Select all' option to highlight the entire page. This will also present the option to "Select XXXX people on all pages" if you need to clear the entire list.
Once at least one profile has been selected, you'll see a list of actions across the top of the page. Click the 'Remove from list' button in the middle of the page. Note: this option will only be available if you have already opened the list on your People page.
You can also do this by opening a person's profile, and under the Details section on the right-hand side, hover over the list you want to remove them from, and then hit the red "X" on the right.
Note: this will not remove the records from the database. It will only remove the records from the list. To delete records, you can use the "Delete" option in the upper left corner to remove them from the database.
Edit or Change a List
Lists can be updated, changed, or edited at any time. Private lists can only be edited by the person who created the list. Team lists can be edited by anyone who has access.
Lists help you organize people records and company records, so you can create lists from either the People page or the Companies page. The instructions below will use a list on the People page, but you can follow the steps on the Companies page to edit a list of company records as well.
Use the left-hand navigation bar to open your People or Companies page.
Click the 'Lists' button in the upper right-hand corner of the page.
Select the name of the list you want to edit or change, then click 'Edit List' from the menu.
In the Edit List window, you can:
Edit or rename the list.
Change the privacy settings of the list (only if you are the list creator).
Click "Save" to retain your changes.
Delete or Remove a List
Private lists can only be removed by the person who created the list. A team list can be removed by anyone who has access to it.
To remove a list, follow the steps below.
Navigate to your People page to delete a list of people records. Navigate to your Companies page to delete a list of company records.
Click the 'Lists' button in the upper right-hand corner of the page.
Select the name of the list you want to delete, then click 'Edit List' at the bottom of the menu.
Double-check that you have selected the list you intend to delete. Once a list has been deleted, it cannot be recovered or restored. While this won't remove the profiles from the database that are included in the list, it will remove the list from being an option in the 'Lists' menus throughout the platform.
Click 'Delete' in the Edit List window.
Remember that anyone who has access to a list can delete that list, so triple-check that you have the appropriate list and that no one else will be impacted, especially before removing a team-wide list.
