Create Mailing List

Question

We want to create a mailing list for some marketing campaigns.

Answer

Create a “view” on the account page (or job page) that includes the address fields.
Then, import the data to Excel - Import Data into MS Excel

Typically, for a mailing list this is how you'd do it:

1. Go the Account menu and choose View Accounts
2. Click the Options... button
3. Click Select Fields...
4. Include the Contact Name, address lines, city, state, zip, etc....
5. Click the X next to any fields you don't want to display.
6. Click OK. You may also want to choose a large number of rows per page if you're going to import the list to Excel.

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