Names And Addresses - Mailing List
Menu Selection: Document - Names And Addresses - Mailing List
Purpose
A Mailing List is a document which brings together a set of Name & Address records which you wish to use together for prospecting & mail purposes.
Prerequisites
There must exist at least one Name and Address record. However for this function to be useful, there should be at least two Name and Address records.
Context
This page is split into two separate sections. The header contains the fields to help you mass populate (or mass depopulate) the mailing list. Below this, are fields that allow separate entities in the LILAC database to be added to the mailing list.
Start by typing in the Mailing List Key, and the creation date. The Updated date will automatically be set to be the current date. The select if you want all debtors, all creditors or all name and address records in the mailing list. After this, then press the Populate button.
For example place a check next to All Creditors and select a category such as TRADE. The Populate button will then search through the Creditors database and select TRADE category accounts and add them to the Mailing List.
Depending on the options you selected the mailing list will be created. From here, go through and add in or remove any specific entities.
Modifying the Name and Address record on this screen will automatically update the Name and Address record stored in the LILAC 3 database.
About This Screen
| Head of the Document | ||
| Field | Enterable? | Instructions |
| Mailing List | Yes | Enter the name you wish to use for a particular list used for organising and retrieving the list from the database. |
| Create Date | Yes | Enter the date that the mailing list was created on. |
| Updated | Yes | Enter the date that the mailing list was modified on. |
| All Debtors | Yes | Tick this check box, if you wish to add in all the debtors to the mailing list. |
| All Creditors | Yes | Tick this check box, if you wish to add in all the creditors to the mailing list. |
| All Name Address | Yes | Tick this check box, if you wish to add in all the name and address's to the mailing list. |
| Erase All | Yes | Tick this check box, if you wish to remove in all the entries from the mailing list. |
| Category | Yes | Restrict the entries added by selecting the category. This field applies to debtors, creditors and name and address records. |
| Category2 | Yes | Restrict the entries added by selecting the secondary category. This category only applies to Debtors. |
| Category3 | Yes | Restrict the entries added by selecting the tertiary category. This category only applies to Debtors. |
Lines of the Document |
||
| Field | Enterable? | Instructions |
| Name Address | Yes | The Name and Address key of the entity in the mailing list. This field can not be changed after clicking the Populate button, but additional records be added, or existing fields can be deleted, by clearing this field (moving the caret to the beginning of the field and pressing the space bar). |
| Name | Yes | The name of the entity. This field is generated by clicking the Populate button. This field can be changed. |
| Address,
Street, Suburb, Post Code |
Yes | The address of the entity. These fields are generated by clicking the Populate button. These fields can be changed. |
Transaction Processing
| Button | Description |
| Populate | Clicking the Populate button adds entries to the mailing list that match the parameters specified. |
From Here
Run a Mailing List Labels or a Mailing List CSV report for printing out a copy of the mailing list.