Constituent List Demographics
The Lists screen maintains records on demographic values
that can be assigned to individuals or organizations. Users can associate
various customer records with specific mailing lists, such as promotional or
media. Since the types and codes used in this screen are user-defined, users
can use them to define and store additional demographic elements not otherwise
stored in the system. These attributes can then be associated with a customer
and later used to perform sorting.
1.
To add list information; from the Constituent Preferences task category
in CRM360, click Lists. The Lists screen displays, as shown below.
2. Click Add.
3. Select the Demographics from the drop-down.
4. Select the Sub-Demographics from the drop-down.
5. By default the Begin Date is set to today. Change this if necessary.
6. Select an End Date from the drop-down, if necessary.
7. Enter any Comments, if necessary.
8. Click Save.