ProDon:Customized Lists
Contents
- 1 Introduction
- 2 Preparing the Active List
- 3 Creating Customized Lists
- 3.1 Static List (main window)
- 3.1.1 Customized Static List Criteria
- 3.1.1.1 All clients of the active list
- 3.1.1.2 All third-party clients of the active list
- 3.1.1.3 All clients of the active list meeting certain donation criteria
- 3.1.1.4 All clients of the active list meeting certain mailing criteria
- 3.1.1.5 All clients of the active list who are potential duplicates
- 3.1.1.6 All clients who are linked to a client of the active list according to link criteria
- 3.1.1.7 The selected client only
- 3.1.2 Static List / Adding a New List
- 3.1.3 Static List / Modifying an Existing List (Add or remove clients)
- 3.1.4 Static List / Renaming a List
- 3.1.5 Static List / Removing a List
- 3.1.1 Customized Static List Criteria
- 3.2 Dynamic List (main window)
- 3.1 Static List (main window)
- 4 Adding or Removing a Client from an Existing List (static or dynamic) from a Client File
- 5 Viewing / Filtering Customized Lists
Introduction
Preparing the Active List
Creating Customized Lists
Static List (main window)
Customized Static List Criteria
All clients of the active list
All third-party clients of the active list
All clients of the active list meeting certain donation criteria
All clients of the active list meeting certain mailing criteria
All clients of the active list who are potential duplicates
All clients who are linked to a client of the active list according to link criteria
The selected client only
Static List / Adding a New List
Static List / Modifying an Existing List (Add or remove clients)
Static List / Renaming a List
Static List / Removing a List
Dynamic List (main window)
Dynamic List / Adding a New List
Types of Customized Dynamic Lists
Donation criteria
Mailing criteria
Dynamic List / Modifying Criteria from an Existing List
Dynamic List / Renaming a List
Dynamic List / Removing a List
Adding or Removing a Client from an Existing List (static or dynamic) from a Client File
Viewing / Filtering Customized Lists
Document name: ProDon:Customized Lists
