How to create a Contact List

Modified on Wed, 28 Aug at 11:50 AM

To create an automatic contact list in Lumi you can add your Cards to a List. The email addresses and phone numbers from the contact details section of your Cards will automatically populate the columns.



Create a List 

Press the  icon on the left-hand side of your screen and select "List".


Name your List, and then click "Add & Open".


Add Contact Details to your List

Now add contact details to your List as columns.

Click the three dots on the top right.

Then select "Columns".

From here you can add, delete and edit existing columns. You can also choose whether you see your Card name and image.

Click the + to create a new Column. 


When creating a contact list most of your information will be coming from your Cards, so you will want to select Field column types. 


Scroll through your Field options until you find the Field you want. Note, this will show all available Fields in the Project, so some may not be on the Cards you are adding. 


Create a Field column for each Field that you want displayed on your List. For example, email address, phone number, address etc.

Click "Save & Close".


Once you add Cards to your List, these Field columns will auto-populate from the Card. 

Add Cards to your List

To add your contacts to the List you need to add their Cards as rows to the List. You can add Cards to a List from within the List, or from a search in the Project Library.


Add Cards from within the List:

Expand the toolbar by clicking the icon, then click the search card icon . This opens the sidebar search where you can search for Cards to add to your List.

You can search by typing any keywords, or you can filter the search by Category. Press the filter icon and choose a category from the dropdown menu.

You can also right click on a row to add a card.

Add a Card to an empty row

Right-click anywhere on the row and select "Add Existing Card", or "Create New Card". All the other row actions are also available here.


Add Cards to a List from your Project Library:

You can add Cards in bulk to a List from a search in your Project Library. 

Click the bookcase iconon the far left of your screen to access the Project Library.

1. Select the "Cards" tab. 

2. Open Advanced Search. 

3. Filter your search by Category, Field, or enter a keyword.

Select a Card and the bulk action menu will open. 

You can either select the Cards individually, or click in the bulk action menu to select all Cards in your current search.

Click the "Add to List" icon in the bulk action menu. Select your List from the dropdown menu and click "Save".

The selected Cards are added to your List.

If you update the Field on a List, it updates the Card, and vice versa.



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