CRM Recipient List Form

The Recipient List form is a single-row form used to manually add a recipient to an existing Regular Mailing Send record.  Normally a recipient will be added to mailing as desired when the mailing is going to be resent.

 

Navigating To

The Recipient List form is normally opened from the Recipient List menu. 

Adding Information

The Recipient List form is used to manually add a recipient to an existing Regular Mailing Send record.  The following fields are on this form.

  1. Template Communication Select.  Select the Regular Mailing Send record from the drop-down list.

    Note:  The drop-down list only displays the communications within the last month.  See Drop-Down List.

     
  2. Student Name.  Enter, using the LOV, the recipient to add.

    Note:  See LOV and Camera.

     
  3. Add Record/Save Changes.  Click on Add Record/Save Changes button when all of the fields are populated with the desired information.

     
  4. Don't Save.  Clicking on Don't Save will close the form without saving the information.  The form will close and the previously opened form will be refreshed.

    Note:  Any new information entered in the form's field will be lost if the Don't Save button is clicked.

 

Related Items

CRM Overview

CIS Navigation Overview

Regular Mailing Send Form

Recipient List Menu