View Contact List Screen - Revision history

Claudefeistel2 at 20:40, 6 October 2009

2009-10-06T20:40:27Z

Sichen: /* Basic Contact List Details */

2007-10-30T16:22:01Z

‎Basic Contact List Details

Sichen: /* Basic Contact List Details */

2007-10-30T16:21:41Z

‎Basic Contact List Details

JRZeitlin: /* List Members */

2007-10-15T18:29:05Z

‎List Members

JRZeitlin: /* List Members */

2007-10-15T18:17:12Z

‎List Members

JRZeitlin: /* List Members */

2007-10-15T18:16:56Z

‎List Members

JRZeitlin: /* List Members */

2007-10-15T18:15:37Z

‎List Members

JRZeitlin: /* Basic Contact List Details */

2007-10-15T18:06:44Z

‎Basic Contact List Details

JRZeitlin: /* Find List Members */

2007-10-15T17:58:23Z

‎Find List Members

JRZeitlin: /* Basic Contact List Details */

2007-10-15T17:54:34Z

‎Basic Contact List Details

← Older revision		Revision as of 20:40, 6 October 2009
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	To remove members from any list, click the check box next to the member's name and then click the [Remove Selected] button at the bottom of the screen.		To remove members from any list, click the check box next to the member's name and then click the [Remove Selected] button at the bottom of the screen.
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		+
		+	User Manual page > [[Marketing Applications]]

@@ Line 5: / Line 5: @@
 This section displays contact list details including: Name, Marketing Campaign, Contact Type, Description, and Number of Members.  Clicking the [Edit] button will bring up the [[Edit Contact List Screen]] where you can modify the contact list.  Clicking the [View] button next to the marketing campaign field will take you to the [[View Campaign Screen]] where you can view and modify the marketing campaign relevant to the contact list.
-For contact lists designated as postal address contacts, you use the buttons for [Sort USPS Business Mail] and [USPS Business Mail Sorting Details] to sort the addresses for USPS Business or Bulk Mail service.  You will then be taken to the [[USPS Business Mail Sorting Details Screen]] where you can view and modify the mailing details.  You can use [Calculate 3605-R Postage Rate] to calculate the postage rate for USPS Business or Bulk Mail Service.  See [[USPS Bulk Mail]] for more details.
+For contact lists designated as postal address contacts, you use the buttons for [Sort USPS Business Mail] and [USPS Business Mail Sorting Details] to sort the addresses for USPS Business or Bulk Mail service.  You will then be taken to the [[USPS Business Mail Sorting Details Screen]] where you can view and modify the mailing details.  You can use [Calculate 3605-R Postage Rate] to calculate the postage rate for USPS Business or Bulk Mail service.  See [[USPS Bulk Mail]] for more details.
 ==Find List Members==

@@ Line 5: / Line 5: @@
 This section displays contact list details including: Name, Marketing Campaign, Contact Type, Description, and Number of Members.  Clicking the [Edit] button will bring up the [[Edit Contact List Screen]] where you can modify the contact list.  Clicking the [View] button next to the marketing campaign field will take you to the [[View Campaign Screen]] where you can view and modify the marketing campaign relevant to the contact list.
-For contact lists designated as postal address contacts, you are also provided with the following buttons: [Calculate 3605-R Postal Rate], [Sort USPS Business Mail], [USPS Business Mail Sorting Details], each of which will take you to the [[USPS Business Mail Sorting Details Screen]] where you can view and modify the mailing details.
+For contact lists designated as postal address contacts, you use the buttons for [Sort USPS Business Mail] and [USPS Business Mail Sorting Details] to sort the addresses for USPS Business or Bulk Mail service.  You will then be taken to the [[USPS Business Mail Sorting Details Screen]] where you can view and modify the mailing details.  You can use [Calculate 3605-R Postage Rate] to calculate the postage rate for USPS Business or Bulk Mail Service.  See [[USPS Bulk Mail]] for more details.
 ==Find List Members==

@@ Line 15: / Line 15: @@
 This section displays the list members, and allows you to add new members to the list.  The list members section also allows certain actions, depending on the contact type.
-*'''Email Contact List''' - For a list with the Email Address contact type, you can click the [Write Email] button to send an email to the relevant list member, or the [Create Order] button to create a new order for that contact.  Clicking the [Add New] button will take you to a screen that lists all available contacts and allow you to select and add individual or multiple members to the list.  To remove members from the list, click the check box next to the member's name and then click the [Remove Selected] button at the bottom of the screen.
+*'''Email Address List''' - For a list with the Email Address contact type, you can add members to the list by clicking the [Add New] button and selecting the members from a list of all available contacts.  Clicking the [Write Email] button will take you to the [[Write Email Screen]] where you can send an email to the relevant list member. Clicking the [Create Order] button will take you to the [[Create Orders Screen]] where you can create a new order for that contact.
-*'''Postal Address List''' - For a contact list with the Postal Address contact type, you can click
+*'''Postal Address List''' - For a contact list with the Postal Address contact type, you can add members by clicking the [Add New] button and selecting members from a list of all available contacts, or add members who have made a catalog request by clicking either the [Add all Domestic Catalog Requests] or [Add all Foreign Catalog Requests] buttons.  Clicking the [Create Order] button will take you to the [[Create Orders Screen]] where you can create a new order for the relevant list member.

@@ Line 15: / Line 15: @@
 This section displays the list members, and allows you to add new members to the list.  The list members section also allows certain actions, depending on the contact type.
-*'''Email Contact List''' - For a list with the Email Address contact type, you can click the [Write Email] button to send an email to the relevant list member, or the [Create Order] button to create a new order for that contact.
+*'''Email Contact List''' - For a list with the Email Address contact type, you can click the [Write Email] button to send an email to the relevant list member, or the [Create Order] button to create a new order for that contact.  Clicking the [Add New] button will take you to a screen that lists all available contacts and allow you to select and add individual or multiple members to the list.  To remove members from the list, click the check box next to the member's name and then click the [Remove Selected] button at the bottom of the screen.
 *'''Postal Address List''' - For a contact list with the Postal Address contact type, you can click

← Older revision		Revision as of 18:15, 15 October 2007
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	==List Members==		==List Members==
		+
		+	This section displays the list members, and allows you to add new members to the list. Clicking the [Add New] button will take you to a screen that lists all available contacts and allow you to select and add individual or multiple members to the list. To remove members from the list, click the check box next to the member's name and then click the [Remove Selected] button at the bottom of the screen. The list members section also allows certain actions, depending on the contact type.
		+
		+	*'''Email Contact List''' - For a list with the Email Address contact type, you can click the [Write Email] button to send an email to the relevant list member, or the [Create Order] button to create a new order for that contact.
		+	*'''Postal Address List''' - For a contact list with the Postal Address contact type, you can click

← Older revision		Revision as of 18:06, 15 October 2007
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	This section displays contact list details including: Name, Marketing Campaign, Contact Type, Description, and Number of Members. Clicking the [Edit] button will bring up the [[Edit Contact List Screen]] where you can modify the contact list. Clicking the [View] button next to the marketing campaign field will take you to the [[View Campaign Screen]] where you can view and modify the marketing campaign relevant to the contact list.		This section displays contact list details including: Name, Marketing Campaign, Contact Type, Description, and Number of Members. Clicking the [Edit] button will bring up the [[Edit Contact List Screen]] where you can modify the contact list. Clicking the [View] button next to the marketing campaign field will take you to the [[View Campaign Screen]] where you can view and modify the marketing campaign relevant to the contact list.
		+
		+	For contact lists designated as postal address contacts, you are also provided with the following buttons: [Calculate 3605-R Postal Rate], [Sort USPS Business Mail], [USPS Business Mail Sorting Details], each of which will take you to the [[USPS Business Mail Sorting Details Screen]] where you can view and modify the mailing details.

	==Find List Members==		==Find List Members==

← Older revision		Revision as of 17:58, 15 October 2007
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	==Find List Members==		==Find List Members==
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		+	This section allows you to search for people who are members of the contact list. You can search from any combination of the following criteria: First Name, Last Name, Company Name, or the information relevant to the contact type (for example, if the contact list is designated as an email list, you can search by the email address; if it is a postal address list, you can search using the appropriate mailing information).

	==List Members==		==List Members==

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 ==Basic Contact List Details==
-This section displays contact list details including: Name, Marketing Campaign, Contact Type, Description, and Number of Members.  Clicking the [Edit] button will bring up the [[Edit Contact List Screen]] where you can modify the contact list.  Clicking the [View] button next to the marketing campaign field will take you to the [[View Marketing Campaign Screen]] where you can view and modify the marketing campaign relevant to the contact list.
+This section displays contact list details including: Name, Marketing Campaign, Contact Type, Description, and Number of Members.  Clicking the [Edit] button will bring up the [[Edit Contact List Screen]] where you can modify the contact list.  Clicking the [View] button next to the marketing campaign field will take you to the [[View Campaign Screen]] where you can view and modify the marketing campaign relevant to the contact list.
 ==Find List Members==
 ==List Members==