Scratch Lists: Step-by-Step Guide

How to Setup a Scratch List

Setting Up a New Scratch List 

• Go to Settings -> Data Organization -> Scratch Lists tab

• Select  

• Fill in our new Scratch List under the white box labeled Name

• Select an Expiration Date, the default expiration is 30 days after the creation date

• Choose  

  Scratch List Ownership

  With a Scratch List you can choose between
  Public - available for all of your Admire users
  Private - only available for the Admire user who creates this list

  • Select  

    Admire Quick Tip!

    • You can create a new Scratch List directly from an account itself!
      Open an account and select the clipboard icon under the account names and titles
      Select
      Then select from the bottom of the drop-down

    • You can create an New Scratch List directly from the Home screen.

Edit a Scratch List

• Only the Admire user who created a Scratch List can Edit it.

• Go to Settings -> Data Organization -> Scratch Lists tab

• Select the pencil icon  located to the right of the Scratch List Name

• Make your changes and hit  

Scratch List Expiration

• Being that Scratch List are temporary all Scratch Lists expire

• The default expiration will be 30 days after the date of the creation of the Scratch List unless the user selects an alternate date

• The Admire user who created the Scratch List will receive an email one week before the expiration date as well as a second reminder email a day before the expiration

• You can Edit the expiration date to extend the time (see above Edit a Scratch List)

How to Add an Account to a Scratch List

Add an Account to a Scratch List

• Open the Account

• Select the small clipboard icon under the Account Names and Titles

  

• Select  

• Then select the Scratch List you want this account to be added to from the drop-down list

You can have an account in multiple Scratch Lists at once, just continue to select

Delete an Account from a Scratch List

• Open the Account

• Select the small clipboard icon under the Account Names and Titles

  

• Select  located on the Scratch List name

  

• Select  

View a Scratch List

• Go to an Account that is in this Scratch List

• Select the small clipboard icon under the Account Names and Titles

  

• Double click on the Scratch List from the drop-down

• The Scratch List will appear on the right sidebar