The Goal: Open a list/committee, manage its members and related records, and control the display order of contacts on public list/committee pages.
Before You Begin:
- You need staff access to the Contacts area, where lists/committees are managed.
- Have at least one list/committee already configured so it appears in the list view.
Microlearning Overview
Step-by-Step Instructions
- Go to Contacts, click All Lists/Committees. A list of all lists/committees configured in your database will be displayed.
- Click the hyperlink for the list/committee you wish to work with. The List/Committee screen provides five tabs to manage the list/committee: General, Contacts, Communications, Events, Files, and Import.
To order your List/Committee members, you can access the Change Order option in the menu. The reason you can order your List/Committee members is to display the order as desired on any public lists/committee pages. Drag and drop the contacts to the desired order. The numbers will automatically adjust to your designated order.
TIP: You have an optional column to enable on this table called Display Order. This column means you don't have to click into each contact to see their selected order. Turn this option on by going to the Setup gear icon in the bottom left corner of the Contacts tab.
- Groups with more than 255 contacts will NOT see the Change Order option. There is currently a limitation on the number of contacts you can order.
Common Pitfalls
- Change Order not visible: Lists/committees with more than 255 contacts will not show the Change Order option due to a current ordering limitation. Reduce the contact count or order on smaller lists if you need a custom display order.