Adding Clients to an Existing List
Adding Flags in Bulk to Client List (New)
Removing Flags in Bulk from Client List (New)
How to Create a Client List
Select Clients on the top navigation bar.
Choose the clients for your list by checking the box in the first column. To refine your client search use the Search Box, Sections or Flags to filter the clients you want to add to the list, and click the check box in the first column to select these clients.
Uncheck any clients that you do not want to add to the list.
Click 'Create List' top right of the screen.
To create a new list - enter a name for the list in the 'Name' field.
Click 'Save' to create your list.
The new list will appear as a separate tab when viewing the clients screen.
Adding Clients to an Existing List
Use the Search Box, Sections or Flags to find the clients you want to add to the list. Click the Check box in the first column to select the clients > Click 'Create List' top right of the screen > Leave the name field blank > Under 'Add to List' select the name of the existing list from the dropdown box > Click Save.
Or
Individual clients can be added to a list from the client record by selecting the 'Details' tab > Under Lists select the list from the dropdown box > Click Update to save.
Merging Client Lists
In order to merge 2 client lists, the list you are merging TO must be assigned to you. You cannot merge into a list that is assigned to another use.
Lists assigned to other users will appear with the user name in brackets after the list name, as below.
If you try to add the existing list to a list that does not belong to you, the message 'Save List Failed' will appear at the top of the screen.
Open the client screen > Select the list (EG Mandy's Renewals > Click Manage List > Under the Add to List drop down choose the list you want to add the clients on the current list to (EG Christmas Feature) > Click Save.
The clients on the Mandy's Renewals list will then be added to the Christmas Feature List.
To Delete A Client List
Select the client list > Click Manage List > Click the Delete Button > Click Yes to confirm you wish to delete the client list.
NOTE: The delete button will only be displayed if the list is Assigne To you. You cannot delete lists assigned to other users.
Emailing a Client List
The client list can be picked up in the search area of Mailshots.
Click here to see the notes for more details on sending mailshots through MagManager.
Adding Flags in Bulk to Client List (New)
Once a client list has been created you can bulk add flags to the list. To do that go to the Clients screen > Select the client list > Choose the clients you wish to add the flag to > Click Manage List > Click the Assign Flag(s) box and select the flag you wish to add > Repeat for multiple flags > Click Save > The selected flags will be added to the clients.
The added flag(s) will appear in the Flag column.
NOTE: If the flags do not appear in the flag column after saving, you will have to clear your browser cache. Follow the Clear Cache steps in these notes
Removing Flags in Bulk from Client List (New)
Go to the Clients screen > Select the client list > Choose the clients you wish to remove the flag from > Click Manage List > Click the Remove Flag(s) box and select the flag you wish to remove > Repeat for multiple flags > Click Save > The selected flags will be removed from the clients.
The flag(s) are no longer displayed in the Flag column.
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