Lists can be created by using existing search filters, but you can also use Tags to manually create a List. To do this, follow these steps:

  1. Create a custom Tag.

  2. Begin assigning that custom Tag to various records. Note: You can use the Bulk Tagging feature to add the same Tag to multiple records at once - check out this article for more information on how to use it.

  3. Once all tags are assigned, click on the tag filter that appears among the search facets on the search results page.

4. With your search results showing all records containing that Tag, proceed to create a List.

Note: Your List will automatically update as you continue to assign that particular Tag to records.

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