Defining a manual list

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

To know how to define an automatic list, see Defining an automatic list

Follow these steps to define a manual list.

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

Object Type

Specify or select an object type that you want 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 specify a description for an automatic list.
On the Sort By Attribute tab, leave the Sort by Attribute fields blank.
Click Add.
From the List (MX10.1) form, to return to Define List (MX10.2), click New List again.
From the Define List (MX10.2), click Manual List to go to Manual Customer List (AR23.4).
In the Manual Customer List (AR23.4) form, select the customers you want in the manual list.
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).