View List Page
Whenever you need to work with your list as a whole, or just parts of it that meet certain criteria, this page makes getting to that data very easy. It is laid out in a very straight-forward manner that allows you to accomplish complex tasks very simply.
The View List Page's main purpose is to allow you to retreive the data of specific contacts who share similar characteristics. Once a list is being shown you can easily view the Contact's Data Page of each individual contact on the list or you can export that entire list in one of the manners detailed in the Data Extraction Guide.
Example of View List Page
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All of the features and functions of the View List Page are detailed below. Because it has so many capabilities, the best way to explain it is to break the page down into its five main areas:
| 1. List Summary Area | 4. Export List Area |
List Summary Area
This area appears at the top of the page and generally explains what list you are viewing. It is essentially a paragraph that tells you how many contacts are appearing on the page and if your list is being filtered with criteria. This quickly lets you know if you are viewing your entire list or a sub-list.
Its purpose is to act as a reminder of what you are viewing. As will be explained below, when you apply criteria in the Set Criteria Area and click the "Generate List" button, the View List Page will reload and show just the contacts that met the criteria you entered. The List Summary Area will provide you with the total size of that sub-list.
Current Criteria Area
This lets you know the exact criteria that is being applied to your list to generate all the rows of contacts that appear in the Contact Listing Area. Whenever you filter your list to create a sub-list of all contacts who meet certain criteria, this area will display the criteria that is currently being used to generate the list shown.
View List Page, Current Criteria Area
In a dark blue box just under the List Summary Area there are 6 criteria. Underneath each of those are the values that are being applied to each field. Each criterion has its own ranges of values, but when it is not being used, the value it will have is "All" and appear in a gray box beneath the criterion label. This simply means all values are being shown for that field and not a particular one.
When the value of a criterion is being used, its value will be highlighted in an orange box. This helps you quickly identify which fields are being used to filter your data and what the exact values are. This way you know specifically what sub-list of your BridalTrack Database you are viewing.
For more information on the values each criterion can have please see the Set Criteria Area. Not only will that area better explain the values, it will walk you through actually setting the criteria and generating sub-lists using the View List Page.
Contact Listing Area
Most likely, the bulk of the View List Page will consist of rows of your contacts. Alternating between blue and white, each row holds key pieces of data from one of your contacts. At the far left of each row is a link to view their Contact's Data Page where you can view all of their data.
View List Page, Contact Listing Area
Atop each column of data is a heading that describes the data beneath it. Additionally, each column heading acts as a sorting link. For example, the fourth field is a listing of the contact's city and state and has two corresponding column headings. If you were to click on the one labeled "State" the page would reload with the same list or sub-list you are viewing and alphabetize the list in ascending order by the state the contacts lived in. Which means all the Alaska contacts would be listed first, followed by those in Alabama, all the way to the contacts in Wyoming.
Clicking on any of the column headings will reload the View List Page and put the column you clicked on in ascending order. This makes searching through your list a little easier and helps you organize your data in the way that is most helpful to you. By default, the page will load and put the "Ref #" field in ascending order.
Export List Area
Besides just viewing, filtering and ordering your list, the View List Page provides many ways for you to get your data out of your BridalTrack Database. Once you are viewing a list or sub-list you can create mailing labels, reports, and data files with one click of your mouse.
View List Page, Export List Area
Beneath all of the rows of contacts is a blue box that allows you to select an extraction method for the list and a button to click to extract it. For more information on the specifics of each extraction option please see the Data Extraction Guide.
When you do extract your data, it will be extracted with the parameters you have set up to view it. That is, all the criteria you have filtered it with will be passed on to the extraction option as well as the sort order you chose. So, if you are looking at the list of all your contacts who received a Save The Date Notice ordered by the City they live in, then the extraction option you choose would hold those parameters for your data as well.
Set Criteria Area
At the bottom of the page is where you can filter your list and generate a sub-list of only the contacts that meet the criteria you input. All that you need to do is select values for the critera fields, verify that the list to be returned is the list you desire and click a button.
View List Page, Set Criteria Area
The input portion of this area is almost identical to the Current Criteria Area. Here though, instead of the values appearing in a gray or orange box, they are white select boxes that you can set the value in. Each box has all the values the criterion listed above it can be. To set the value, simply select it from the drop-down. If you do not want to specify an exact value for that criterion, make sure its value is "All".
Listed below are descriptions of each criterion and all the values to which each can be set:
As you set the criteria in the dark blue box, the statement in the light blue box below it will automatically update to reflect the values you select. This part of the Set Criteria Area puts into words the sub-list you will be viewing when you submit your criteria to be applied against your database. This lets you verify that you will be getting exactly the contacts you want.
All you need to do is read the sentence created and make sure it reflects the list you want to view. If it doesn't, change the criteria above until the statement is correct. When it does, click the "Generate List" button and the View List Page will apply the criteria you submitted to your database and reload itself to show just those contacts.
To reset the values in all the criteria boxes to "All", click the orange link in the bottom right corner of the light blue box that says "Reset Criteria". This will clear out any values you have set. If you were to click the "Generate List" button after reseting the criteria you would not apply any criteria to your list so when the page reloaded you would view your entire list.
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