Setting up client mail lists

You can create a mailing list to group clients together for targeted mailings. Assigning a client to a specific mailing list allows you to print client lists or documents using the mailing list as a selection criterion.

Following are two examples of how you can set up mail list categories:

Example 1: Categories using Mail Types

Mail list by type of mail

Mail List #	List Name
1	Direct Mail Pieces
5	Newsletters
9	Greeting Cards

Example 2: Categories using Customer Type

Mail list by type of customer

Mail List #	List Name
1	Bathroom Remodels
2	Kitchen Remodels
3	Home Owners
4	Commercial Customers

To set up client mail lists:

1. Open 3-6 Receivable Clients.
2. Click the Sales and Marketing tab.
3. Next to the Mail List drop-down list, click the View/Add records button.
4. On the Client Mail List window, in the Mail List# column, enter the mail list number.
5. In the List Name column, enter a description of the mail list.
6. Repeat steps 4 and 5 for each mail list.
7. Click File > Save.