Defining a manual list

A manual list is where you add and maintain list members manually. You can add any customer as part of a set in a manual list. You can also use a manual list on anywhere you use an automatic list.

See Defining an automatic list.

  1. Access List (MX10.1).
  2. To go to Define List (MX10.2), click New List.
  3. To define header information for a manual list, specify this information:
    Object Type

    Specify or select an object type to define in a manual list. If you are assigning an automatic list for Billing, select Customer (CUST) as an object type.

    List

    Specify or select a name and provide a description for an automatic list.

  4. On the Sort By Attribute tab, leave the Sort by Attribute fields blank.
  5. Click Add.
  6. In the List (MX10.1) form, click New List again to return to Define List (MX10.2).
  7. From the Define List (MX10.2), click Manual List to go to Manual Customer List (AR23.4).
  8. In the Manual Customer List (AR23.4) form, select the customers in the manual list.
  9. To view the list members, click Preview on Define List (MX10.2). Alternatively, click Preview on List (MX10.1) to access Customer View Preview (AR23.3).
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