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Maintaining Contact Distribution Lists

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File > Customisations > Relationships > Distribution List

Mandatory Prerequisites

Prior to creating a Contact Distribution List, refer to the following Topics:

Screenshot and Field Descriptions

 

List: this is the primary identifier for the Distribution List.

 

Name: this is the friendly name of the Distribution List record.

 

Dynamic Selection: click this check box to change how the Contacts can be selected for the Distribution List. If not clicked then each Contact needs to be selected individually from the Available Contacts / Relationships table. If clicked, all Contacts will be added to the Selected Contacts / Relationships table.

 

Available Contacts / Relationships table: this displays the Contacts / Relationships available to be selected for the Distribution List. If the Dynamic Selection check box is not clicked, double click a row to add it to the Selected Contacts / Relationships table. If the Dynamic Selection check box is clicked, this table will be hidden.

 

Selected Contacts / Relationships table: this displays the Contacts / Relationships selected for the Distribution List. Double click a row to remove it from the Distribution List. If the Dynamic Selection check box is clicked, rows can also be filtered out by using the column filters.

How Do I : Add a new Contact Distribution List

  1. At the List field, enter a new Distribution List ID.
  2. At the Name field, enter the Distribution List's friendly Name.
  3. Leave the Dynamic Selection check box blank to select Contacts / Relationships from the Available Contacts / Relationships table by double clicking the rows. Alternatively, click the Dynamic Selection check box to add all Contacts to the Selected Contacts / Relationships table as a starting point. Then double click the rows to remove.
  4. Click the Application tool-bar push button: Add.
  5. Confirm that you wish to add the new record.

How Do I : Modify an existing Contact Distribution List

  1. At the List field, locate the Distribution List.
  2. At the Name field, enter the Distribution List's friendly Name.
  3. Double click rows in the Available Contacts / Relationships table to add the Contacts to the Distribution List.
  4. Double click rows in the Selected Contacts / Relationships table to remove the Contacts from the Distribution List.
  5. Click the Application tool-bar push button: Change.
  6. Confirm that you wish to change the record.

How Do I : Delete an existing Contact Distribution List

  1. At the List field, locate the Distribution List.
  2. Click the Application tool-bar push button: Delete.
  3. Confirm that you wish to delete the record.

How Do I : Send an E-Mail to a Contact Distribution List

  1. At the List field, locate the Distribution List.
  2. Click the Application tool-bar push button: E-Mail.
  3. The E-Mail application is displayed with the Contacts of the Distribution List showing in the To field.
  4. Refer to Sending E-Mails for field descriptions and how to send the e-mail.

Related Topics

Contact Distribution Lists are associated with the following Topics: