You will require Administration access to perform these procedures.
This process updates the Mailing List checkbox section located in the Person Menu on the Edit Person Details page. Only users with administrative access can process this function.
- Click on the Administration link in the Orange Menu on the left-hand side of the screen.
- Click on the Edit Drop Down Lists link.
To Add a mailing list:
- Locate the Mailing Lists section.
- Click on the Add link to add a new mailing list. This will generate a popup window.
- Mailing List: enter the name of the mailing list.
- Click Add Mailing List. The popup window will disappear.
To Edit a mailing list:
- Locate the Mailing Lists section.
- Click on the Edit link to edit an existing mailing list. This will generate a popup window.
- Mailing List: click on the down arrow to select the mailing list to be altered.
- New Mailing List: enter the new/correct mailing list.
- Click Edit Mailing List. The popup window will disappear.
To Delete a mailing list:
- Locate the Mailing List section.
- Click on the Delete link to delete an existing mailing list. This will generate a popup window.
- Mailing List: click on the down arrow to select the mailing list to be deleted.
- Click Delete Mailing List. The popup window will disappear.
Once a person's file is marked with a Mailing List, you can use report 1 Mailing List to track them.
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