Currently once a Company static list is created, it can't be manually amended. This differs from Contact static lists where you can add or remove a Contact to/from a static list via the Contacts table view (more options) or in the Contact record itself via List Management.
This is incredibly useful for creating custom static lists that are not based on specific criteria, and means we don't need to create random tags for contact records.
Thanks Bareld! Not sure how I missed the "Add to list" option in the company list, unless that's been very recently added (which would be good news as would mean work being done in this area!).
Yes, until we are able to remove companies as well that's only half the feature, but good that it's hopefully on the way to being complete.
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A very new user - I'm really surprised that I can't do this. Feels pretty essential ... or am I missing some other functionality that allows you to add and remove companies from a static list in the same way as companies?
I have just come accross this after searching for info on creating a list based around companies. Our company list membership needs to be modified over time by different team members so we need to be able to add and remove companies from the list.
This feature seems to be available for contact based lists, so would be good for company based lists too?
Without the ability to edit a company based list once it has been created, it significantly reduces the usefulness of the list.
Is anyone aware of a workaround for this? I've seen views mentioned, but this seems to be a bit of a compromise.
Ideally I want to be able to use the created company list for exporting and report generation.
@Bareld - many thanks for replying to this with the info on adding and deleting companies from static lists - can't believe I missed those options first time round!
Might be useful for the community admins to update/mark this idea thread as resolved or implemented, so anyone else coming here via an internet search is aware that the feature is now implemented.
@Bareld thanks a lot for your comment - having the exact same issue. However I really can't find the option you're describing for removing adding/removing companies from a company-based static list. Could I ask you (or someone else) to post a screenshot please? I just don't find the option to add/remove companies to the list.
I have just come across the issue of Company lists - surely the best option is to mirror the List Management part from the Contact profile to the Company profile, so lists are easy to view and manage.
This, below, is a workaround but it's more time consuming....
Hi Annemarien,
If you create a static company list, name it and save it, 0 companies in list.
Then in Companies, all companies, search your company to add.
Tick the box in front of it, now you see options coming.
Click add to list
You can select the static company list jou just created.
Done
A new problem:
I can't find a way to delete a company. I made a mistake and added a company to the static list. Now I want to remove it.
No idea how to do that as option Delete is not available.
I would love to see the ability to manage company lists similarly to contact lists.
One example of how we would like to use this is to easily add and remove to our list of channel partners without needing to set up custom fields that need to be filled out.
I am both able to add companies to a static list and delete from that same static list.
When you're on the static list page, you can check the box of the company (or companies) you'd like to remove and it'll give you the option above the list. (Bareld's comment above shows you how.)
Unfortunately, you can only add a company to a static list if you are in the Companies view...which requires searching for the specific company you'd like to add to the list.
Personally, I would like to be able to add a company (or a contact) to the static list from their profile page. I am almost certain that this used to be an option and now I can't seem to find it. It used to be here:
I am already on their page thinking, "this is not a good fit for our sales team", but I now have to go to Companies, search their domain, check the box next to their name, and "add to static list". Again, I am almost certain they used to have this functionality from the company profile page...
