Checking Contacts

[CelH]

It would sure be nice if I could open up one of my lists, such as "RMDS", to delete members of our club who don't renew membership.  I am the club secretary, so only I add or delete people in that list.  Also to be able to get into the "dues" list to add or delete people each year when renewal time comes around.  Also, I sure wish I could open "website" to see who has subscribed and move them to "General Interest" which is the only list that they can subscribe to themselves - even better, why can't their subscriptions be automatically put in "General Interest" rather in "website"?????

[William_A]

Hello @CelH ,

What you're mentioning isn't really a Product Idea, it sounds like you're just needing guidance on how to manage your contact lists?

Regarding the removal and addition, here's what I advise:

• Your first option would be to go into each list, and manually remove contacts no longer applicable, and add the contacts that need to be added. If you'd prefer to wholly remove the contacts that aren't due-paying members, then you can delete them instead. If the newer members aren't already in your contacts, then you'll need to import them in some manner, to add them to the applicable member list(s).
• Your second option would be to remove (or delete) all the contacts in that list, then upload the updated list's membership. Thus, you'd be re-uploading the previously added contacts that are still applicable, while excluding the contacts that are no longer members and including the newest members. This is the most automated process, but you would need to prep the file ahead of time for import. 

I can't really speak to the way that your account's owner(s) and other users would have setup the sign-up form that directs contacts into "website." This is something that your account's owner or a manager would need to change for the specific form(s). If you're unsure of which sign-up form is being used to add new contacts to the "website" list, then I'd advise working with your org's members that have worked in the account previously, or were the ones to setup the sign-up forms.