How do I add (or remove) Students & Contacts to "Quick Lists"?

What is the "Quick List"?

You may find or access a Student or Parent profile quickly by adding their name to your "Quick List". *Tip: add the students/parents you are currently working with on a more regular basis, i.e. seniors, rising seniors, etc.*

Where is it?

These lists appear next to the Students tab and also next to the Contacts tab. If you've added names to your quick list, simply click the "arrow icon" next to the Students or Contacts tab to access these lists. (These icons will only appear after you have added Students and/or Contacts to your Quick Lists.) 

How to add a Student or Contact to the "Quick List"

While viewing the profile of a Student or Contact, on the left-hand side, below their name you will see a button that says "Add to Quick List". To add that particular person to your quick list, click "Add to Quick List". If this is your first time adding anyone to your quick list, you will have to reload the page in order to view the above-mentioned arrow icon. 

How to remove a Student or Contact from the "Quick List"

Once you no longer need to access a particular Student or Contact regularly, remove the name from your Quick List. While viewing the profile of a Student or Contact, click "Remove from Quick List". 

Bulk add/remove from Quick Lists

You can add or remove multiple students or contacts from the Quick List at once. Simply start by accessing your student or contact list from the pie chart on its respective tab (click into any sub-group or "All"), where you'll then find the option available. 

Did you know...

• You can alphabetize your Quick List, see: How can I alphabetize my Quick Lists?