Creating Lists in White Cup CRM

Overview

Lists in White Cup CRM empower users to build focused, customizable groups of records drawn from any primary module. These lists streamline data access, eliminate repetitive filtering, and help teams stay organized and efficient.  They can be viewed as a list, or used on a widget to narrow down the displayed data.

What Can Be Included in a List?

Lists can be created from the following modules:

• Accounts
• Contacts
• Ship To
• Opportunities
• Quotes
• Tasks
• Products
• Services
• Marketing Campaigns

Key Benefits

• Efficiency – Instantly access subsets of data without reapplying filters.
• Customization – Tailor lists based on your team's unique workflow.
• Clarity – Maintain focused views of critical records.

Example Use Cases

• Accounts List: Show all clients with invoices over 30 days past due.
• Opportunities List: Filter deals valued above $10,000.

Edit Permissions

Edit rights for a List are determined by the Assigned To field when creating the List:

• Specific User – Grants exclusive edit rights to a selected individual.
• Anyone – Allows all users to edit the List.
  
  

Note: By default, the list creator is the Assigned To for edit permissions.

Visibility Settings

Set who can view the List and the results: 

• Public – All users can view the List.
• Private – Only the creator and admins can view it.
  
  

Steps to Create and Configure a List

1. Navigate to the desired module (e.g., Accounts, Opportunities, Quotes, etc).
   
   
2. From the left-hand navigation panel, select List.  (Or navigate directly there from Connections menu above.)
   
   
3. Click Create List on the left or New List at the bottom of the panel.
   
4. Fill out the following fields:
   • Name – Name your List.
     
     
   • List Type:
     • Dynamic – Updates as records match the filter criteria.
     • Static – Fixed list based on current records only.  This type of list can also be used to manually add records to a list, such as accumulating a set of records to visit or call.
       
       
   • Assigned To – Choose the user(s) who can edit the List.
     
     
   • Visibility – Define who can view the List.
     
     
5. Set the Logic Type – Choose either AND or OR:
   • AND – All conditions must be true for a record to be included in the List.
     Example:
     • Expected Close Date is within the next 30 days

     • Priority is High
       → Only records that match both criteria will appear.

        

   • OR – Any one condition can be true for a record to be included.
     Example:
     • Expected Close Date is within the next 30 days

     • Priority is High
       → Records that meet either condition (or both) will be included.

        

   • Tip: Use AND for narrow, focused lists, and OR for broader searches that capture more varied results.
     
     
      
6. Define your filter criteria (e.g., Invoice Age > 30 days, Opportunity Value > $10,000).  Click to Add Criteria as needed for additional attribute comparisons.
   
   

7. Use the appropriate Comparison option as needed.

   Option	Used for:
   empty/not empty	Checking if the field is blank
   equals/not equal to	Checking if the field equals a certain value
   greater than/less than	Checking if the field is above or below a certain value
   in list/not in list	Checking if the field equals one or more values.  To use this option, select values or separate by commas.
   contains/does not contain	Checking if the field includes a specific value

8. Add a criteria group if needed.  Set the Logic Type to use between groups.  This allows a combination of attribute comparisons to be used.

• See example of using criteria groups in this CRM Lists how-to video.

8. Click Create to save your List.
   
   

You can also create a CRM list in BI to narrow down the record list in CRM based on BI criteria.