From the Create Subset interface, you can create partial lists from a master list based on filtered criteria. For example, a school may want to create subset lists based upon grade level. A healthcare facility may want to filter based upon a building name. Note: the master list and contacts must contain the criteria before a filter can be configured.
New List Name: Assigns a name to a list. It is recommended that you use a different name for each of your lists. You may want to include in the name what the list is being filtered so it is easy to identify later. When adding a list or changing the list name, the “My Lists” page will be updated automatically.
Keep linked to Master List: By default, this option is selected. This keeps the subset list linked (synchronized) to the master list from which it was created. As the master list updates, this option automatically updates the subset with the newest information from the master list.
Choose filters to define subset of list
Filters are the defining criteria used to create the subset list. When you first start, there are no filters defined, so you need to add at least one filter. For example, if a school wanted to create a subset based upon all First Graders, you would start by selecting Grade from the top right drop-down menu.