Distribution lists

A distribution list gathers contacts who are not in the same group, to send them a message or an invoice: the parents who drive to the tournament, the volunteers at the refreshment stand, the buyers of the club T-shirt… Unlike a group, it is used neither for attendance nor for events.

1. 1Distribution listsopens the menu, under the Groups menu.
2. 2The selected contactsAdd to list and Remove from list act on the selected rows of the grid, and stay greyed out with no selection.
3. 3The listsNew list creates a list. Edit list and Delete list act on the list selected in the left column.

1. 1Click Distribution lists › New list.
2. 2Fill in the window, then click Save.

1. 1List namerequired: it is the name you will find in the To field of an email or an invoice. It must be unique in the club, including the other users' private lists ("This list name is already taken.").
2. 2Descriptionoptional, to tell your colleagues who the list is for.
3. 3ScopePrivate, the default choice: only you see the list. Shared: all the users who have the right to send emails see it and can use it.
4. 4Savecreates the list, which appears in the left column. The button stays greyed out while the name is empty.

Edit list opens the same window. Delete list asks for confirmation: the list disappears, but its contacts are not touched.

1. 1Select the contacts in the grid (see "Selecting members in the grid").
2. 2Click Distribution lists › Add to list.
3. 3Choose the Distribution list, then click Confirm. A message gives the number of contacts added.

You can also drag the selected rows onto a list in the left column: they are added to it directly, without a window.

To remove contacts, click the list in the left column, select them, then click Distribution lists › Remove from list: they are removed straight away.

A list can contain members and companies, but not families. For a company, it is its primary contact who enters the list; a company with no primary contact is skipped.

1. 1A private listthe padlock shows it: only you see it.
2. 2A shared listwhen selected, it filters the grid, which then only shows its contacts.

• In Contacts: click a list to show its contacts in the grid.
• For an email: type the name of the list in the To field of a message or a newsletter: each contact of the list receives the email (chapter 7: Emails & newsletters).
• For an invoice: choose the list in the To field of the invoice: each member of the list receives their own invoice. The companies of the list are not invoiced (chapter 10: Invoicing).