How do I use Contacts and Lists?

Contacts allows you to group and organize individuals to whom you have issued a badge. When you issue a badge, you have the option to select from a previously created List of people.

One of the most common methods for starting Contacts and Lists is to save the individuals to a List after you issue a badge. You’ll be prompted, like this:

 

You can Create a New list, save the list, and then save the people to the list.



If you would like to Add Contacts, you can add manually or draw from your existing networks.

Once a contact has been added, you can Add or Manage Lists to place them in a specific List.

The next time you issue a badge, you’ll see an option for Add from List.


By indicating which list, you can select all or a sub-set of the individuals in the List to populate the recipient fields.


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