This article explains how to use MyList to manage your personal contact list and Quick-Lists for company-wide contact lists in BestNotes.

Permissions Required

No specific BestNotes permissions are required.

Visual Tutorial

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Managing MyList and Quick-Lists

MyList (Personal Contact List for a User)

BestNotes allows the option of adding contacts to a personal quick list, called MyList, which is located on the left-hand panel underneath the search results. Contacts added to this list are always displayed and available for quick access.

MyList location

To add/remove a contact from MyList:

  1. Search for the contact using the search box at the top-left of BestNotes.
  2. Click the contact name in the search results below the search box to open the contact's profile page.
  3. Check or un-check the MyList box to the right the contact's name in the main contact area.

Removing contacts from your 'MyList' does not remove them from the database.

Quick-Lists (Company Contact Lists)

The numbers next to the word "My" are Quick-Lists, set up by your company's System administrator. Hover over a number to display the QuickList Label.

Quick-Lists

Next Steps

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