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

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 

Admire Quick Tip!

The quickest way to create a Scratch List with accounts:
Open the 1st account you want to put in the list
Select the clipboard icon under the account names and titles
Select
Then select from the bottom of the drop-down
Double click on the newly created Scratch List to open the View Scratch List in the sidebar
Selectto add additional accounts to the Scratch List