Special functions for distribution lists

The following special functions simplify working with distribution lists.

Creating distribution lists from lists

You can easily create distribution lists from address list views.

• Open a list of addresses or open the search and search for addresses for the distribution list.

• Search window

• If necessary, define a filter for list views to display only the desired addresses.
• Select the addresses you want to add to your distribution list.
• Click Save as distribution list in the Edit menu.

The New distribution list window opens.

• Alternatively, you click Save in existing distribution list in the Edit menu.

The Add address(es) to selected distribution list window opens. Select one or more distribution lists to which the selected addresses are to be added.

Writing to distribution lists

You can write to distribution lists by clicking certain buttons in the distribution list data record or in list views for distribution lists.

Click Write to distribution list.

If addresses of a distribution list must not be contacted, a prompt opens. Select whether you want to write to All permitted addresses or All addresses.

Click this button to open the Create document from window.

• Select the desired template and fill in the desired fields in the respective data record.

The distribution list is automatically linked with the new document or e-mail campaign.

Sending to distribution lists

You can write e-mails to distribution lists by clicking certain buttons in the distribution list data record or list views for distribution lists.

The Send to distribution list function is only available to you if you have set up an e-mail account in CAS genesisWorld.

• Configuring e-mail accounts

Click the button and select Send to distribution list.

• Select the field into which you want to insert the selected distribution list's addresses: To, CC, or BCC.
• Create the desired e-mail campaign.

The distribution list is automatically linked with the new e-mail campaign.

Templates

You can create templates for distribution lists. When you save a distribution list as a template, the addresses in the distribution list are saved in the template as well.

• Create a new distribution list containing the information and addresses that fit your requirements.
• Select Save as template in the File menu.

A copy of the data record is saved as a template. To use the respective template for a distribution list, select Use template in the File menu of the new distribution list.

Changing individual address assignments

You can also change the assignments of individual addresses to a distribution list in the address data record window.

• Open an address data record.
• Open the Distribution list tab.

On the Distribution list tab, you see a list of all distribution lists that contain the address.

Click Change distribution list to remove the address from or add the address to distribution lists.

• Select the desired distribution list in the upper or lower pane of the window.

Click the corresponding button, i. e. Add address(es) to/ Remove address(es) from selected distribution lists.