When building quick lists for your customers you probably have noticed that there is a selection for quick list type. This is to enable your customers to share and restrict quick lists more easily.
Quick List Types
Personal - These are quick lists that are created on the storefront by your customers. They can be converted into company quick lists but they can't be converted back to a personal quick list.
Company ( Restricted by User ) - These are quick lists that are restricted by User. When your customer creates a "Company" quick list on the storefront, it is automatically restricted to the user that created it.
Company ( All account Users ) - Theses are quick lists that are available automatically to any and all users that are part of that account. You can create these quick list in the Admin or convert an existing "Company ( Restricted by User )" to an "Company ( All account Users )".
⚠️ Note: Personal type quick lists follow a user in a parent child account configuration. User Restricted type quick lists also follow the assigned users in a parent child account configuration. Keep in mind only users created at the parent account can potentially navigate from parent to children accounts depending on their account restrictions. The quick list must also be created at the parent account. You can not assign a user created at a child account level to a quick list created at the parent account level.
Admin - Creating Quick List Types
Storefront - Creating Quick List Types
When your customer creates a company quick list it is automatically created as a Company ( Restricted by User ) and is automatically restricted to the user that created it.
Changing Types - Company ( Restricted by User ) quick list type
When a user creates a "Company" quick list on the storefront, you can change it to an "All account user" list in the admin area.
Changing Types - Personal quick list type
You can change a personal quick list type into one of the company types but you can't revert back to a personal quick list type.
Importing Quick Lists
You can import both types of company quick lists through the Admin imports. The import allows you to create new quick lists and specify their types. However, you can't change the quick list type through an import. This can be done through the Admin interface as you can see above.
When importing new quick lists - remember to add the correct type.
Company ( Restricted by User ) - Type 2
Company ( All account Users ) - Type 3
That's it now go and have some fun building a quick list ! 🎸