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Saved Lists

Saved Lists let you store a search query under a name and re-run it with one click at any time. Build a list once — "Active Members in Campus North," "Visitors in the last 90 days," or any advanced filter — and it stays at the top of the People page so you never have to rebuild the query again.

Before You Begin

Saving a Search as a List​

  1. Run a search on the People page — a quick search, an AI search, or an advanced filter search.
  2. When results appear, a Save as List button shows in the People page header.
  3. Click Save as List.
  4. Enter a List Name (required).
  5. Optionally enter a Category to group related lists together (for example, "Outreach" or "Membership").
  6. Under Who can see this list, choose All staff or Only me.
  7. Click Save.

The list is now saved and appears as a button in the row of saved lists at the top of the People page, next to Everyone. Lists marked Only me show a small lock icon.

info

Lists set to All staff are shared across your church — anyone with People access can see and load them. Only staff with the appropriate permission can change or delete lists.

Loading a Saved List​

At the top of the People page, click any list name. The search re-runs instantly with the stored query, updating the results. Click Everyone to go back to your whole directory.

Lists are grouped by category (if you assigned one), with uncategorized lists appearing last.

tip

Lists are live queries, not snapshots. Every time you load a list, the search runs fresh against your current data, so new people who now match the criteria will appear.

Renaming and Deleting Lists​

Staff with manage permission can rename or delete any list from the People page. First click the list to load it — two icons then appear next to its name:

  • Click the List Settings (gear) icon to rename it or change its category, sharing, and other settings.
  • Click the Delete (trash) icon to delete it (you will be asked to confirm).

Use Cases​

ScenarioHow to build the list
All visitorsAdvanced search: Membership Status = Visitor
Members at a specific campusAdvanced search: Campus = [your campus]
People without an email addressAdvanced search: Email is empty
Volunteers with an expired background checkAdvanced search: Custom Field "Background check expires" is before today
Results from an AI questionAsk a question in AI Search, then save
  • Searching People — quick search and column customization
  • AI Search — natural-language queries you can save as lists
  • Custom Fields — define your own person fields, then filter and save lists on them
  • Demographics — drill a demographic chart into a People filter, then save it as a list
  • Bulk Editing — after loading a list, bulk-update all its members at once