This page displays the customers who have been included in a custom list. It appears after you generate a custom list, or after you have saved a custom list definition.
The following fields and actions are included on the Custom List page:
| Name of Field | Type | Description |
List Information |
||
Name |
Text or Hyperlink |
Name of the custom list.
If the custom list is not locked (can be modified), the name is displayed as a link. Clicking the link will take you to the Custom Lists definition page, where you can modify the list criteria to generate a new list.
The name is displayed as text if the list is locked. |
Created |
Date (Read Only) |
Date when the custom list was created. |
Items per Page |
Dropdown list |
Number of customers to display in one page, as selected from 10, 20, 30, or 50. |
List |
||
Name/Email |
Hyperlink/Text |
Name and email address of the customer.
To modify customer information, click the name link to go to the Change Customer Details page. |
Age |
Numeric |
Age of the customer. |
Gender |
Text |
Gender of the customer. |
Address |
Text |
Full address of the customer. |
Resident |
Text |
Resident status of the customer. |
Customer Type |
Numeric |
Customer type of the customer. |
Exclude |
Checkbox |
Option to exclude the customer from the custom list.
The customer will still be part of the list, but will not be included when you send emails or print mailing labels.
Excluded customers are not displayed on the list unless specified. |
Actions |
||
Add a Customer |
Hyperlink |
Option to add a customer to the custom list.
To select a customer for inclusion in the custom list, click the link to display the Customer Search page. |
Lock the list/ Unlock the list |
Hyperlink |
Option to lock and make any changes to the list.
When a list is locked, you are unable to go to the Custom Lists definition page (where you can change list criteria) until the list is unlocked. |
Hide/Show Excluded Customers |
Hyperlink |
Option to hide or show excluded customers on the list page. |
Page Navigation Arrows |
Arrows |
If the list has more than one page, click the left or right arrow to go to the previous or next page of the list, respectively.
Click the bar and left arrow to go to the first page; click the right arrow and bar to go to the last page |
Click the Generate List button to generate the custom list based on the criteria specified. The resulting custom list is displayed with all customers who meet the criteria.
Click the Save Definition button to save the custom list definition.