VSys One: Volunteer Management Software

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List Manager

Set up global lists from the User tools using the List manager/Intellilists link or project-specific lists using the same link from within a project. Click on any list here to open it and bring up the list editor appropriate for that list.

List manager/Intellilist screen

Tools

Create new list

Creates a new standard list.

Create new temporary list

Creates a temporary list. Temporary lists are deleted when you exit VSys.

Create new Intellilist

Creates a new Intellilist.

Backup lists

Export one or more lists to a file for loading into VSys.

Restore lists

Restore lists that have been previously backed up.

Restore saved list

Restores a backed-up list. If the list already exists, it will be deleted, but not before prompting the user for confirmation. Note that lists backed up with version 2.2 and later cannot be restored with versions 2.1 and earlier. Lists backed up with 2.1 and earlier cannot be restored using versions 2.2 or later.

Refresh

Reloads the displayed contents of the list. Use this when other users may have made other changes while you're viewing the list's contents. Not available when the Save button is visible.

Setup

Setup list types

Defines lists types (groupings) which can be used to organize your lists.

Don't group by list type

Groups (or does not) the lists by list type

On the right-click menu

Right-click on a list to perform other actions on the list.

Create a new list

Creates a new list of the type you specify.

Edit

Opens the list for editing. Note that only one person at a time may edit a particular list.

Duplicate

Makes a copy of this list, complete with the people on it.

Delete

Deletes this list. Does not affect the people on the list beyond removing them from the list.

Empty list

Removes all people from this list. Does not affect the people on the list beyond removing them from the list. Not available on Intellilists.

Backup list

Backs up the contents of the list into a .zip file which can be used to import the list into another copy of VSys One.

Recalculate contents

For Intellilists only, tells VSys to re-run the filters for that list and determine who should be on that list now based on current criteria.

See tracked changes

View changes made to this list, including the times that an Intellilist has been recalculated.

Copy e-mail addresses to the clipboard

Copies the e-mail addresses, where available, for all of the people on the current list to the clipboard.

Send a letter

Brings up a list of available Letter templates. Selecting one will merge the people in the current list with that template for mailing.

Restore a saved list

Restores a backed-up list. If the list already exists, it will be deleted, but not before prompting the user for confirmation.

See Also

Lists and Intellilists

Standard and Temporary Lists

Intellilists

List Types