CRM - Emailing Lists

Email lists can be used for marketing through Letter Writing.

Add a New Email List

Edit an Email List

Remove Individual Entities from Emailing List

Replace All Entities in Emailing List

Add a New Email List

1. Open any module.
2. Click over the icon of a person in the upper right of the screen.
3. Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
4. Select the User Settings tab.
5. Click the CRM subtab on the left side of the screen.
6. Choose the Emailing Lists option. This will expand the section.

7. Click the Add New button if a mailing list is shown in the Mailing List field. If you have no existing lists, you may skip this step.
8. Enter the name of the email list into the Description field.
9. Click the Search Entities button. This will open the CRM advanced search screen.
10. Select any option(s) in the search screen to filter the customers that you wish to include in the email list.
11. Click the OK button to perform the search. This will open a results screen.
12. Check the box(es) of the customers you wish to include. If you wish to include all of the search results in the email list, select the checkbox in the column heading.

13. Click the OK button to return to the Emailing Lists screen.
14. Click the Save button.

Edit an Email List

1. Open any module.
2. Click over the icon of a person in the upper right of the screen.
3. Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
4. Select the User Settings tab.
5. Click the CRM subtab on the left side of the screen.
6. Choose the Emailing Lists option. This will expand the section.
7. Select the list from the Mailing List dropdown.

Remove Individual Entities from Emailing List

8. Click the Delete button on the row(s) for the entity or entities you wish to remove.

Replace All Entities in Emailing List

8. Click the Search Entities button. This will open the CRM advanced search screen.
9. Select any option(s) in the search screen to filter the customers that you wish to include in the email list.
10. Click the OK button to perform the search. This will open a results screen.
11. Check the box(es) of the customers you wish to include. If you wish to include all of the search results in the email list, select the checkbox in the column heading.

14. Click the OK button to return to the Emailing Lists screen.
15. Click the Save button.