Use this procedure to save the results of a search as a list. The lists you save appear in the Saved Results tab of the Customer Search window and can be used elsewhere in the application. You may want to create a callback list or a list of contacts you want to export to a spreadsheet. The list is a static snapshot of data at the time the list is created.

Steps:

1. Perform a search using the Customer Search window.

2. Click Save Results.

   The Save Results window appears.

3. Enter a list name.

4. Optionally, enter a description.

5. Check to make sure that Active is displayed in the List field.

6. The list you have created can be viewed in the Saved Results window.

   You can modify the description or active status for the list in the Saved Results tab. Click Update to save the changes.