Mailing Lists (CM10)

The Mailing Lists folder in the Contact References (CM10) program allows you to assign the contact entered in the header section to a Mailing List. Mailing Lists are maintained in 'Mailing Lists' (CM11).

  • When a 'Contact Profile' is assigned to the current contact on the CM10/Username folder, the Mailing List(s) associated with that Contact Profile from Contact Profile (CM02/Mailing Lists) are applied to the contact in CM10/Mailing Lists and CM11.

    • You can also use this folder to customize the Mailing Lists for each contact. For example, you can add an additional Mailing List to the current contact that is not assigned to the Contact Profile record. In this case, the current contact is on the mailing lists assigned to the Contact Profile record PLUS the contact is on the additional mailing list entered here.

  • If you have not assigned a Contact Profile to the current contact on the CM10/Username folder, then you can assign Mailing Lists here.

  • If you remove a contact profile from CM10/Username, then the mailing lists linked to that profile are automatically removed from CM10/Mailing Lists, and also from CM11.

The following list defines every field on the Mailing Lists folder:

  • Mailing List - enter or select from the query the Mailing List to which you want to associate the current contact. This is an optional field, i.e. you can leave this folder blank.

  • List Box - displays a list of Mailing Lists that are assigned to the current contact.

The following table outlines the functionality of each button on available on the Mailing Lists folder:

Button Label Icon Functionality
Update Update Updates the Mailing List to the current contact. The Mailing List automatically displays in the list box once the update is complete.
Delete Delete Deletes the Mailing List from the current contact. The Mailing List is automatically removed from the list box.
New New Clears all of the fields on the Mailing List folder allowing you to enter a new Mailing List for the current contact.

CM10/Mailing Lists folder
Contact References (CM10/Mailing Lists)