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This article will outline the steps involved in sharing a list that you have developed with others, including how they can access the list.
In this article:
How someone can access a shared list
Unsubscribing from a shared list
Key Benefits
Being able to share a list allows you to provide a list of Individuals or Organisations that you have developed, with other across your firm. This can be helpful to provide others with a list of what you have put together or you can allow others to contribute, which can be useful when developing invite or event lists.
How to share an existing list
1. Click on Favorites (Favourites)
2. Click on the Favorite Tab you would like to share
3. 'Right click' the Tab and click Settings
4. Click Share to toggle to either On or Off
Tip: If a Tab is already shared, you will see a count of 'Subscriptions' which lets you know how many people are already subscribed to see this Favorite Tab
5. If shared, you can choose to toggle Updatable by Subscribers
If 'Updatable by Subscribers' in set to 'On', then others can add or remove Individuals and Company from your Favorite Tab. Any changes will reflect across everyone's view of the Favorite Tab.
6. Click Save to apply your changes
How to share a new list
1. Click Favorites (Favourites)
2. Click +Add to create a new list / Favorite Tab
3. If creating a static list, click Favorite List
If creating a Dynamic list that you would like to share, you will need to click Share List.
You don't have the option to choose 'Updatable by Subscribers' because a Dynamic list cannot be updated manually.
4. You can toggle Share to be On or Off
These settings can be changed later, shown in this article here How to share an existing list
5. If shared, you can choose to toggle Updatable by Subscribers
If 'Updatable by Subscribers' in set to 'On', then others can add or remove Individuals and Company from your Favorite Tab. Any changes will reflect across everyone's view of the Favorite Tab.
5. Click Save
How someone can access a shared list
1. Click Favorites (Favourites)
2. Click the 'Manage Tab Subscriptions' button
3. Click the button for the list(s) you would like to subscribe to
4. Click Save
5. You will now see and can open the shared list / Favorite Tab
Unsubscribing from a shared list
1. Click Favorites (Favourites)
2. Click the 'Manage Tab Subscriptions' button
3. Deselect the list(s) you would like to unsubscribe from
4. Click Save
FAQs and Tips
TIP: You can use your mouse to hover over the Favorite tabs in your list to see which are ones you are sharing and which are ones you are subscribed to. You will see Event List is one that you are sharing with others, whereas EOY Event is one you are subscribed to.
Question: If I update a shared list, will it update for others?
Answer: Yes, they will continue to see all of the Individuals and Organisations you have in your list, including any changes you make.
Question: Can someone work on my list without changing what I have done?
Answer: Yes, you would share the list with 'Updatable by Subscribers' turned off. They can then subscribe to the list (details here) and then 'right click' and 'Copy' the list.
Question: Will someone subscribing to my list see all the columns I have added?
Answer: Yes, they will see all of the same columns you have added and in the same order. Note: they can change their sort order, but cannot add or remove columns you have set.