Using List Data Manager to Organise Your Data
List Data Manager lets you move, deactivate, and reactivate leads in bulk, and change their Skill Group, using either a quick default filter or a fully customised advanced filter. You'll find it under Data > Data Handling > List Data Manager.
Filter options
When moving, deactivating, or reactivating leads, you can filter using either the default view or the advanced view. The advanced view gives you more flexibility, letting you combine multiple criteria. A button in the top-right corner switches between the two.
Choosing a list under Available Lists shows its total leads, and how much data in your chosen list already matches your current filter criteria. Selecting a list as the destination removes it from the Available Lists menu, since you can't move data to the place it's already sitting.
Default filter options
The default view gives you a fixed set of filter options. The available action changes depending on whether you're moving, deactivating, or reactivating leads, but the filter options themselves stay the same.
| Filter | Description |
|---|---|
| First X Leads | Enter the number of leads you want to affect. For example, entering 999 selects the first 999 leads in each list you've chosen. Leads are selected in database order, which reflects load order, with the oldest loaded leads at the top. |
| Supplier | Groups data by a matching Supplier value. Worth considering when importing data, since a distinct supplier name, for example "March 2017", lets you quickly deactivate everything from that import later. |
| Postcode | Filters by all or part of a postcode. Entering "M" returns everything starting with M; entering "M2" narrows this further. This looks at the Primary Mapping Postcode field, so make sure it's mapped when importing data. |
| Reference ID | A custom field that can hold any value, commonly a customer reference number from a linked CRM or other third-party application. The data available here reflects whatever was loaded into this field on import. |
| City | Works the same way as Postcode. Entering "Man" filters to cities such as Manchester and Mansfield, since this matches on the starting characters only. Data loaded with "Greater Manchester" as the city name wouldn't match a filter of "Man". |
| Result Code | Filters by a specific result code, useful for moving, deactivating, or reactivating leads that share one. The dropdown lists every result code on the system, including system-generated ones. |
Advanced filter options
The advanced view gives you far more flexibility, letting you combine multiple criteria to filter data precisely. Build Your Filters includes every default primary field the dialler has, alongside the full list of custom fields created in your data tables. This data is mostly populated during the primary and secondary mapping stages on import, but can also be updated by agents capturing or changing information through scripts.
And requires every chosen criterion to be met for a lead to be included. For example, City equal to Manchester and Total Attempts less than 5 returns only people in Manchester who've been called fewer than 5 times.
Or widens the search while still including your base criteria. Using the same example, the results would be anyone in Manchester, or anyone called fewer than 5 times. A more typical use is combining different values on the same field, for example Last Result Code equal to No Answer or Last Result Code equal to Answer Machine, letting you move that data far more efficiently than filtering by one result code at a time.
| Control | Description |
|---|---|
| Add rule | Adds another field of criteria to filter by. There's no limit to the number of rules you can apply. |
| Add group | Combines And and Or logic together within the same filter. |
| Delete | Removes a filter you've added. |
| Refresh Lists | Updates the number of leads shown once filters have been applied. |
| Back to Quick Actions | Resets the page to the default view, removing any filters or templates you've selected. |
Moving data
- Select the list or lists you want to move data from under Available Lists. You can select multiple lists.
- Select the list you want to move data to from the Destination List dropdown.
- Use the Quick Actions filters shown by default, or select the advanced options to build custom filters.
- Alternatively, select a template from the right of the screen to automatically apply your saved settings. This is useful if you regularly move data between the same lists.
- Once you're happy with your selection, select the green button, which shows the number of leads you're about to move in brackets.
Deactivating data
- Select the list or lists you want to deactivate data on under Available Lists. You can select multiple lists.
- Use the Quick Actions filters shown by default, or select the advanced options to build custom filters.
- Once you're happy with your selection, select the green button, which shows the number of leads you're about to deactivate in brackets.
Reactivating data
- Select the list or lists you want to reactivate data on under Available Lists. The numbers shown reflect how much data on each list has previously been deactivated.
- Use the Quick Actions filters shown by default, or select the advanced options to build custom filters.
- Once you're happy with your selection, select the green button, which shows the number of leads you're about to reactivate in brackets.
Changing Skill Groups
List Data Manager can also change the Skill Group assigned to contacts in bulk, using the same default and advanced filters described above. See Changing Skill Groups via List Data Manager for the full walkthrough.