In this video, we’ll explore the Lists feature in EliteID, a powerful tool that helps you organize and streamline your ID card issuance process. Lists allow you to group individuals based on shared characteristics, making it easier to manage credentials, automate tasks, and keep your cardholder data organized.
Beyond Just Viewing: The Power of Lists
- Lists are dynamic views of your database, automatically updating as information changes.
- Assign credentials to entire lists for efficient management.
- Perform list-based actions to save time and effort.
Lists go beyond simply displaying groups of people. They provide a dynamic way to interact with your cardholder data. As people’s information changes through updates, imports, and other actions, lists automatically adjust to reflect those changes. This ensures you’re always working with the most up-to-date information. Additionally, lists allow you to assign credentials to everyone in a list at once, saving you valuable time.
Lists Integrated with Key EliteID Features
- Dynamic Color: Customize card design elements based on list membership.
- Dynamic Visibility: Show or hide card elements based on lists.
- Batch Printing: Print ID cards for entire lists with a few clicks.
- Data Export: Export photos or list data.
- Bulk Delete: Delete a group of records at once.
- List association reflected on individual person screens.
EliteID Lists are seamlessly integrated with other powerful features. Dynamic Color allows you to personalize card designs based on list membership. For example, cards for employees from a specific department might have a different colored border. Dynamic Visibility lets you control which elements appear on a card based on lists. You can choose to hide certain information for specific groups, such as employee ID numbers for visitor cards. Batch Printing makes it simple to print cards for everyone in a list, perfect for new employee onboarding or large-scale card renewals. Finally, list membership is clearly displayed on individual person screens, providing a quick overview of each cardholder’s affiliations.
Navigating and Managing Lists in EliteID
- “All People” list is the default view.
- Easily select and switch between different lists.
- Create new lists with specific criteria in a few steps.
- Edit existing lists to modify name, criteria, display fields, and more.
Navigating and managing lists in EliteID is intuitive and user-friendly. The “All People” list is your starting point, providing a complete view of all cardholders. You can easily switch between different lists using the list picker. Creating a new list is a quick process – simply define the criteria and save it for future use. Editing existing lists allows you to fine-tune their functionality. You can change the list name, modify the displayed fields for better organization, and even select a different default credential to assign to list members.
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