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  1. IntouchIntelligence
  2. Record Lists

Record Lists

The products, features, and data that are available in IQ and LiaCX are based on the individual user's settings. If you require access to a product, feature or data that is not currently available to you in IQ/LiaCX, contact your Program Administrator to change your permissions.

About Record Lists

  • Types of Record Lists
  • Overview of Standard Record Lists
  • About Custom Record Lists

Record List Features

  • Set Up Scheduled Delivery of a Standard Record List
  • Set Up Scheduled Delivery of a Custom Record List
  • Download Custom Record, Case or Followup Lists
  • Export Standard Record Lists
  • Favorite A Record List For Your Home Dashboard

Build a Custom Record List

  • Create a New Record List
  • Add Data Columns To Your Record List
  • Add Filters to A Custom Record List
  • Record List Settings
  • Edit a Custom Record List
  • Copy a Custom Record List

Additional Resources

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