• Mailing Lists
  • Creating a Mailing List Profile
  • Creating an E-Mail Mailing List by Adding Individuals (One at a Time)
  • Creating an E-Mail Mailing List from Search Results
  • Navigating to the E-Mail Mailing List Profile
  • Creating Lists, Mailing Lists, and Quick Reports
  • Viewing the List of E-Mail Mailing Lists
  • Viewing the List of E-Mail Mailing List Members
  • Adding a Name to an Existing E-Mail Mailing List
  • Importing a Prospect List
  • Hide/Disable Mailing Lists

Creating Lists, Mailing Lists, and Quick Reports

When you search for an individual, organization, committee, event, etc. from the Find page, the results display in a List.

From this list of results, you can:

• Create a single profile report, which you can use to view or print the details of a single record in the list

• Create mailing labels from a list of individuals or organizations

• Add a new record to the list

• Search for a specific record in the list

• Export the records in the list to a file (e.g., Excel file)

• Send correspondence to everyone in the list

• Add a group of people to a mailing list

If necessary, you can also create a single mailing label for an individual by navigating to the Individual Profile from the List—Individual list.