{"id":16072,"date":"2025-10-28T07:12:18","date_gmt":"2025-10-28T07:12:18","guid":{"rendered":"https:\/\/learnsuite.pcrecruiter.net\/site\/?post_type=docs&p=16072"},"modified":"2025-10-28T07:12:18","modified_gmt":"2025-10-28T07:12:18","password":"","slug":"working-inside-of-rollup-lists","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/lists\/working-inside-of-rollup-lists\/","title":{"rendered":"Working inside of Rollup Lists"},"content":{"rendered":"\n

Rollup Lists are lists of Company, Name, or Position records. These lists allow you to organize information in your database and make your processes easier to manage. These can be used for Marketing, Candidate Outreach, or General Workflow Maintenance. They can also be used along with Simple<\/a> or Advanced<\/a> Sequencing to work through daily tasks.<\/p>\n\n\n\n

Accessing a Rollup List<\/strong><\/h2>\n\n\n\n
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  1. Go to Rollups <\/strong>from the System Menu on the left side of the PCR Screen<\/li>\n\n\n\n
  2. Locate the Rollup List <\/strong>you would like to open and click on the Rollup Icon<\/strong> in the front of same row.<\/li>\n\n\n\n
  3. You can also click on the Name, Company, or Position count to jump directly to that tab in the Rollup.<\/li>\n<\/ol>\n\n\n
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    Records Tabs<\/strong><\/h2>\n\n\n\n

    The Record tabs display the current records that have been added to the Rollup List. Rollups can contain all three record types for ease of organization and grouping. The Rollups are split into 4 tab: the Workspace<\/a> Tab(Coming Soon!)<\/em> and 1 tab for each of the 3 record types.<\/p>\n\n\n\n

    Adding Records to a Rollup<\/h3>\n\n\n\n

    Records can be added individually or in bulk to Rollup lists from a number of locations inside of the database. When inside of a rollup, to add records, click the Add records button, search for your desired record in the pop-up window, and click Confirm. You can add multiple records from all three record types this way.<\/p>\n\n\n

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    Rollups can also be added from several other locations in the database.<\/p>\n\n\n\n