Optional procedure for creating a manual list

You can convert an automatic list to a manual list. You can use an automatic list as the starting point to save time, while still giving you the flexibility of adding or removing individual customers.

Note: This process is irreversible. Once converted, you cannot convert a manual list back to an automatic list.
  1. Access List (MX10.1) and select the list you want to convert.
    Note: To preserve the automatic list, copy it to a new list name using Copy List (AR23.5), then convert the new list to a manual list.
  2. From the List (MX10.1) form, click New List to go to Define List (MX10.2)
  3. Click Manual List to access Manual Customer List (AR23.4).
  4. To convert the automatic list to a manual list, click Convert to Manual button on Manual Customer List (AR23.4).