ImportOmatic List Management

How to Filter a List
Product: ImportOmatic List Management Description: This solution discusses filtering lists Environment: All Version: All Answer: Filters may be used to re...
Tue, Jun 25, 2019 at 2:52 PM
How to Hide/Unhide Records in List View
Product: ImportOmatic List Management Description: Steps to hide and unhide records in list view Environment: All Version: All Answer: To Hide Records ...
Mon, Jun 19, 2017 at 8:53 AM
Where Can I Find a Record Count of the Records in My List
Product: ImportOmatic List Management Description: How to view the record count within a list Environment: All Version: All Answer: LM displays the number...
Mon, Jun 19, 2017 at 8:55 AM
How to Import a List Using List Management
Product: ImportOmatic List Management Description: Where to use list management import profiles Environment: All Version: All Answer: Profiles created...
Tue, Aug 7, 2018 at 8:44 AM
How to Export All Individual Relationships for an Organization
Product: List Management Description: Occurs when exporting lists Environment: All Version: All Answer: The design of List Management is written to pr...
Wed, Jun 28, 2017 at 8:49 AM
What is the URL Format for ResearchPoint
Product: ImportOmatic List Management Description: Describes the URL format for ResearchPoint Environment: All Version: All Answer: Please contact Suppor...
Fri, Jun 30, 2017 at 3:11 PM
Actions Not Applied to Records Using a Task Workflow
Product: ImportOmatic with List Management Description: Occurs when using default sets to apply actions in task workflow after import Environment: All Ve...
Tue, Oct 15, 2019 at 8:59 AM
How to Add a Query to an Existing List
1. Open List Management 2. Open the List you would like to add records to. 3. Right click somewhere on the list 4. Select "Add", Select "F...
Thu, Nov 9, 2017 at 1:18 PM
How to Add a New List from a Query
1. Open List Management 2. Right click on any existing list 3. Select "Add">"From Query" 4. Select your query For more detaile...
Thu, Nov 9, 2017 at 1:22 PM
How to Remove Records from a List Using a Query
1. Open List Management 2. Open the List 3. Add a "Query Filter" of records you want to remove 4. Highlight those rows>Right Click> Chose...
Thu, Nov 9, 2017 at 1:26 PM