technician 3577933 640 - Nuts and Bolts: How To Use Smart Lists

Nuts & Bolts

How To Use Smart Lists

This is a visual walkthrough of Xero’s Smart lists Contact feature. “Smart lists” uses special filters to create a customized Group list. The preset parameters can create lists based on items purchased, customers with outstanding or overdue invoices by due date, when last payment was received, or client location. You can use multiple sets of conditions, and even include specific Contact Groups to easily create that perfect marketing list or email blast.

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All of your saved searches can be found under the Smart Lists tab on the Contacts page or under Smart Lists.

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Once your filtered list is generated, select which contacts you’d like to use. Select Export to download your list as either a CSV file or a Constant Contact file.

For more information about using contacts in Xero, check out our blog post –
Your Guide to Xero Tips: Organizing Your Contacts.

Check out our growing library of Xero tips and tricks as well as our small business guides to hiring, taxes, and more!

– By Jennifer Rivera, Assistant at Level & True Accounting Services LLC

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