Sometimes you need to add several people to a list. Usually you would do this by individually looking up person records and checking the appropriate list box. But if several people share a common characteristic, it might be easier perform a bulk-list update. For example, say that during a department meeting everyone on a shift in a department has said that one of their biggest issues is respect. Using “Add-Multiple” would allow you to add all these people to a list at once.

To use the Add-Multiple feature, launch the Lists Module.

Next, find the list to which you would like to add multiple people to and click on it.

Click the button “Add Multiple”.

The familiar Filter Form will be brought up which will allow to you filter for the group of people you want to add to the list.

After you’ve selected your filter, click “Done”. The filter will run a query and you’ll get a message similar to the one above that indicates how many people were found, how many people were already on the list, and how many people will be on the list. Click “OK”