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InterAction+™ Hybrid Answer Center

Editing a Working List

  • Updated

Once a Working List is created, it can be edited. To enable others to work in the List, you must add access rights. You can also add additional fields to record details on Contacts in the List. Just like a Marketing List, additional fields are used to save valuable details on Contacts, specific to the purpose of the List.

This article covers the following:

To Edit a Working List:

  1. Click on the Lists tab.
  2. Navigate to the Working List you want to edit.
  3. Click on the edit icon . The Edit Working List page will display.

To Edit the List Details:

Click on the field(s) and edit as needed.

To Add Access Rights to the List:

  1. Click on the Access Rights tab.
  2. Click on Add Users or Groups.
  3. Either search for users or click the Groups drop-down and select a group.

To Delete Access Rights:

  1. Click on the Access Rights tab.
  2. Click on .

To Add Additional Fields:

  1. Click on the Additional Fields tab.
  2. Click on Add Fields.

  3. Complete the form:

    1. Name: Enter a unique name for the Custom Field.
    2. Optional: Description - Enter a unique description for the Custom Field.
    3. Field Type: Choose a field Type:
      • Text and enter a Character Limit
      • Text (Multiple Lines) and enter a Character Limit
      • Date
      • Decimal and specify the minimum, maximum and number of decimal places (up to 10)
      • Number and specify the minimum and maximum
      • List and add Items. This option will create a drop-down list.
      • Yes/No
      • InterAction User and specify the User Status
  4. Save your changes.