Saved lists (segments)

A saved list (a "segment") is a reusable way to describe a group of people — for example *households registered in the last 90 days* or *anyone with a baptism in the last year*. Define it once; use it anywhere.

The built-in lists

Vianney ships a handful of built-ins: new households, recent baptisms, the funeral-aftercare window, registered-but-untouched families, and the lost-sheep list. Built-ins can't be edited directly — but you can clone one and adjust its number (say, 90 days instead of 60) to make your own.

Using a list

• Use in People runs the list as a filter on the directory — including from the Saved view dropdown right above the directory itself; see Finding a person.
• Send with Comms hands the list to Communications as the intended audience — where the message is still written, approved, and sent by a person.
• Open it in place. On Engagement's Lists tab, the premade lists under *Who needs a word from us?* unfold when you click them: the people appear as a table, with the few facts that matter for that kind of list. Each row offers Open Detail to go to the person, and Send Connect Message to start a note with them already added as the recipient. A household's Last contribution column appears only for staff who hold the Stewardship permission.

Giving and school fields

Segments can also filter on giving — LYBUNT/SYBUNT, year-to-date, gave-to-a-specific-fund, last-gift-date — split the same way the rest of Stewardship is: a membership field (who gave) needs the Stewardship permission, an amounts field needs Stewardship: amounts, and every giving field quietly excludes unattributed loose-plate or fee rows, since those were never a personal gift. If your parish uses the School module, four built-in school lists work the same way: School families, School families not registered (the families the school knows and the parish doesn't, yet), Graduating families (8th grade), and Grandparents of students. They are always shown, but they stay empty until School is turned on — nothing about a school family surfaces before your parish is ready for it.

Tips

• Lists describe people by *facts* (registration date, sacraments, last contact), never by a private judgment.
• A list you save is available to the whole staff; deleting one that a communication still points to is blocked until you repoint it.