The Lists screen displays, as shown below.
If necessary, use the options in the Filter section to sort through existing lists.
The Lists screen maintains records on demographic values that can be assigned to individuals or organizations. You can associate various customer records with specific mailing lists, such as promotional or media. Since the types and codes used in this screen are user-defined, you can use them to define and store additional demographic elements not otherwise stored in the system. These attributes can then be associated with a customer and later used to perform sorting.
To add list information:
1. From the Constituent Preferences task category in CRM360, click Lists.
The Lists screen displays, as shown below.
If necessary, use the options in the Filter section to sort through existing lists.
2. Click Add.
3. Select the Demographics from the drop-down.
Values are populated based on the non-fixed CUS "DEMOGRAPHIC" system type.
4. Select the Sub-Demographics from the drop-down.
Values are populated based on the subcodes defined for the non-fixed CUS "DEMOGRAPHIC" system type.
5. Enter the Number of the list.
6. By default the Begin Date is set to today. Change this if necessary.
7. Select an End Date from the drop-down, if necessary.
8. Enter any Comments, if necessary.
9. Click Save.
Click the Main Page link to return to the overview page.