Help Center : List action name updates

Released: 8/2020

Summary

The List actions (“I want to….”) names have been improved. The List actions are found at the top of each list:

No List action has been changed, removed or added. This update is only a label name change. All List actions will perform as they did prior to this update.

List action name update details

Here is a summary of the changes made in this update.

Name updates:

New List action name

Old List action name

Report/Export (all or selected)

Report on All or Selected records

Add a note/file to selected

Add a Note/File to the Selected

Add/Remove permissions from selected

Add/Remove Permissions from Selected records

Add selected to a group

Add the Selected records to a Group

Add selected to a relationship

Add a Relationship to the Selected records

Add selected to a saved set

Add the Selected records to a Saved Set

Append selected to a another search

Append another Search to the Selected records

Copy selected to the clipboard

Copy Selected to the Clipboard

Deactivate selected records

Deactivate the Selected records

Deduplicate selected

Deduplicate the Selected records

Delete selected records

Delete the Selected records

Email selected

Email the Selected records

Filter selected

Filter list by the selected records

Save this search

Save this Search

Save/Re-Order selected

Save/Re-Order the Selected records

Update selected

Update the Selected records

View selected records

View the Selected records

Export (legacy)

Export All or selected records in the list

List action order

Report/Export (all or selected) - will always be the first option in the List action pulldown (if it is an available action on the list). This option contains all available Reports and Exports for that list.

Export (legacy) - will always be the last option. All Exports should now be available in the ‘Report/Export (all or selected)’. The ‘Export (legacy)’ should no longer be used.

All other List actions will be displayed in alphabetical order.


If you have any questions or would like to schedule a detailed training on this feature, please contact [email protected].

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