List Page Action Buttons
The List Page Action buttons are buttons that appear on every netFORUM List page, as shown below:
Every button leads you to an action you can perform on the current list, or the records you select within the list. The table below describes the functionality available from each button:
Use this Button | To Perform this Action |
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Action Items button to see a list of actions you can perform on this list or on the records you select in select mode. Possible actions include:
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Reports button to see a list of reports you can run for this list. Each report gives you the option of exporting the report into several formats including XML, CSV, PDF, MHTML, Excel, TIFF, and Word. Possible report options include:
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Export button to see a list of export options. You can export to the following formats:
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Communication button to see a list of ways to communicate with this list of customers. Possible options include:
See the List Communication help topic for details. |
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Import from Excel button to open a page where you can paste data from Excel and process it into the database. |
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Mass Replace button (only available in Select Mode) allows you to replace a single value into a selected column across many records. |
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Map View button to view a map with the location of each data point (Individual, Organization, or Constituent) marked on it. |
Tip: Additional actions can be added on List Pages by using Form Links.