Using Multiple Contacts Lists

How do I set up and use mutliple contact lists?

Multiple contact lists add-on allows you to manage contact lists and include contacts into several lists at a time.

This is how it works:

• Setting up lists
• Adding a single contact to a list
• Adding mutliple contacts to a list
• Selecting list members

Set up the lists that you wish to use, eg names of your newsletters using function Filing -> Manage Contact Lists:

The program will display a table (initially blank) where you need to type in the required names

 

You now can add contacts to your lists individually or in bulk. To add a contact to a list:

1. Use functions Find Contacts to display contact details or Add Contacts to add a new person:



2. In the Contact Details screen, use function Add to list:



3. Select the name of the list you wish to use, press (1) OK and then (2) Run. SCD will confirm that you wish to add this person to the selected list and will update the contact screen:

To remove a contact from a list, use button Remove from list and specify the list name.

You can also add or remove multiple contacts to a list at once. In the example below, we add all our prospects to the vendors list but then remove those that come from "Unknown" source:

1. Go to Filing -> List Contacts to select the required contacts. Specify Contact Type: Prospect Only



The program will list selected contacts.

2. Go to Top menu bar -> Tools -> Add to list:



3. Specify the list name and press Run. After a confirmation from you the program will include the records into the specified list and will report:



Sometimes the number of contacts added may be less than the number listed. This can happen if some of the listed contacts were already included into the list

4. Now let's remove unwanted contacts - the ones from "Unknown" source. Close out of the List Contacts screen and return to the switchboard.
   Then, using function Function -> List Contacts filter the contacts you wish to exclude and press List.

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5. After the program listed the contacts, go to Top menu bar -> Tools -> Remove from list:



6. Specify list you wish to remove the contacts from (the Vendors list) and press Run. The program will remove selected contacts from the list.

You can check how many people are left in various lists using Analysis -> List Membership statistics

After allocating contacts to lists you can filter any function by list name. For example, to send the Vendors Newsletter to people who subscribed to it:

1. Go to Mail Merge -> Select Contacts for Mail Merge:



2. When the system displays the filter, press the Also Filter by button and select List Name from the list of parameters as shown below:

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3. Then specify the required list name and press Run. The program will select only the contacts included in the specified list(s). You then can send emails or print letters as usual.