A search list will always open at the view it was left in. Every entity list has at least two views; standard and extended. The customer list can have up-to four views depending on your system set-up. Each view is intended for a different purpose.
Click the down arrow in the top-right of the list header to choose a different list view.
Each list displays a different set of information:
- The standard list is shown with just the entity name, i.e. Customers, Locations, Meetings, Accounts and shows the basic information from the entity record general page
- The extended list displays additional columns for entity specific information, i.e. targets, speciality & job title for customers, third-party IDs, geography areas, meeting costs, etc
- The channel preferences list is exclusively for customers and displays consent opt-in and contact information
- The mailing list is exclusively for customers and displays separate postal email addresses where these are given
Additionally, if your set-up includes targets, the extended list will highlight the target records in colour depending on the last time the entity was seen:
- Green – seen in last month
- Blue – seen between 1 and 2 months
- Red – not seen in last 2 months