FAQ & videos

Table of contents #

Tip: to quickly access a specific section of the guide, click on one of the headings below.

1. Difference between a list and a custom field
2. Create a list
3. Rename a list
4. Delete a list
5. Activate or deactivate a list
6. Customize the display of information related to the list (multi-column)
7. Change the order in wich contacts or accounts are displayed
8. Can a contact or account be part of multiple lists at the same time?
9. Copy a contact or account to another list
10. Move a contact or account to another list
11. Delete a contact or account from a list

How do I create a list? #

1. Click on the Lists module
2. Click on + Create a new list
3. Name your list
4. Check the appropriate permissions:
   • Give access to all users allows you to automatically assign the list to all your users (leave this box unchecked if you want to do this manually)
   • Make this list private allows you to hide the list from other users (please note that if you uncheck this box, you will no longer be able to make your list private)
5. Click on Create
6. Click on Save

How do I rename a list? #

Please note that the lists named Acomba, QuickBooks, Sage 50 Customers and Sage 50 Suppliers cannot be renamed, as they are synchronized with accounting software.

1. Click on the Lists module
2. To the right of the list to be renamed, click on the pencil icon
3. Rename the list
4. Click on Save

How do I delete a list? #

Note that the lists named Acomba, QuickBooks, Sage 50 Customers and Sage 50 Suppliers cannot be deleted, as they are synchronized with accounting software.

What’s more, if a contact or account in the list you’re trying to delete contains an opportunity, you’ll need to delete that opportunity before you can proceed.

1. Click on the Lists module
2. Click on the recycle garbage can icon to the right of the list to be renamed
3. Make sure the confirmation popup shows you the correct list name to delete
4. Click on Yes, delete

How do I activate or deactivate a list? #

1. Click on the Lists module
2. To the left of the appropriate list, check the box to display it or uncheck it to hide it
3. Click on Save
4. Click on the Contacts module or the Accounts module to view the contents of active lists

How do I customize the display of information related to the list (multi-column)? #

Duration: 3 min 39 s

How to change the order in which contacts or accounts are displayed? #

When you’re in the contact list, click on the title of a column to alternate between sorting the alphabet in ascending order (A to Z) or sorting it in descending order (Z to A).

The “^” icon indicates from which column your contacts are sorted.

(Please note that this sort applies to all users of your CentrixOne account. If another user changes this sort, it will also be changed for you.)

Can a contact or account be part of multiple lists at the same time? #

Yes, a contact or account can be associated with multiple lists at the same time. To do this, you need to copy it into each list you want. This can be done via the contact (or account) list or the specific contact (or account) record.

The advantage of copying a contact or account is that all copies are interconnected. Therefore, when you modify the information of the contact or account, all its copies are automatically updated.

The interconnected information includes those indicated in the summary and the custom fields of the contact or account. All other information, such as tasks, opportunities, and documents, are specific to each contact or account.

How do you differentiate a linked copy from a duplicate?

It is possible that a contact or account appears to be a linked copy but is actually an independent duplicate. To verify if it is indeed a linked copy, you need to check which lists the contact or account belongs to:

1. Click on the Contacts or Accounts module
2. OPTIONAL: Quickly search for it by entering its name in the search bar
3. Click on its name to access its card
4. In the Activities section, click on the Lists tab

If multiple lists are indicated in this tab, it means that this contact or account has a linked copy in each of these lists.

When a contact is copied into another list, and both lists are selected, this contact will be displayed twice. The same contact or account cannot be associated with the same list more than once. If this happens, it will be an independent duplicate.

To verify if these contacts are associated with the same list or two distinct lists, make sure to select only one list at a time:

1. Click on the Lists module
2. Click on the box to the left of a list to select or deselect it
3. Once only one list is checked, click the Save button

If the contact is now displayed only once, it means the second contact is part of another list.

How do I copy a contact or an account to another list? #

1. Click on the Contacts or Accounts module
2. Search for the appropriate contact or account, then check its box in the left-hand column
3. Click on the Copy selection button in the top right-hand corner of the page
4. In the popup, choose the destination list, then, if you’re copying an account, select the type of copy required
5. Click on the Copy button

How do I move a contact or an account to another list? #

1. Click on the Contacts or Accounts module
2. Search for the appropriate contact or account, then check its box in the left-hand column
3. Click on the name to access the card
4. Click on the Edit button in the upper right corner of page
5. In the List field, choose the list you want to move it to
6. In the popup, choose the type of move required
7. Click on the Confirm button
8. Click on Save

How do I delete a contact or an account from a list? #

1. Select only the relevant list
2. Search for the appropriate contact or account, then check its box in the left-hand column
3. Click on the Delete button in the upper right corner of the page