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.

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

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 creator is assigned edit permissions.

Visibility Settings

Set who can view the List when creating it: 

• Public – All users can view the List.
• Private – Only the creator can view it.
• User Groups – Only selected groups can view it.
  
  

Steps to Create and Configure a List

1. Navigate to the desired module (e.g., Accounts, Opportunities).
   
   
2. From the left-hand navigation panel, select List
   
   
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.
       
       
   • 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).
   
   
7. Click Create to save your List.