Connection Card Pro Help & Documentation

To Edit or View a Custom List

To View a Custom List shown in your left menu

From the menu:
People > Select the Custom List in left menu below

To Access a Custom List Not Listed in Your Left Menu

There are two ways to access a custom list that is not shown in your left menu:

1. Click on “Lists” in the upper right corner of the Person List where you will see a list of all Custom Lists and click View to see this list.

or

2. Go to People > People Settings > Custom Lists to see a listing of your custom lists. On this list you can also see if it is a private or exclusive list.

To Edit a Custom list

From the Menu:
People > People Settings > Custom Lists

Click edit by that list to change your list name or list options or remove or view.