Office Distribution Lists

If you frequently find yourself creating Referrals to the same group of offices, you can simplify your work by creating distribution lists.

To create an Office Distribution List

1. Choose Office Distribution Lists in the Table Maintenance Menu. The following window is displayed.
   

   

2. Click Add to create a new distribution list. The following window is displayed.
   

   

3. Enter the name of your list.
4. If this distribution list is to be shared with other offices, click the Shared List checkbox. If you don’t click the Shared List, only users in your office will see the distribution list.
5. Select Offices in the left column that should be included in the list.
6. Click the button to move the Offices to the right column.
7. Click Save to save the list. The List of distribution lists will be redisplayed.
8. Click Done to close the window of distribution lists.

To modify an Office Distribution List

1. Choose Office Distribution Lists in the Table Maintenance Menu.
2. Click on the distribution list to modify.
3. Click Change to display the distribution list.
4. Make changes as required.
5. Click Save to save the list.
6. Click Done to close the window of distribution lists.

To delete an Office Distribution List

1. Choose Distribution Lists in the Table Maintenance Menu.
2. Click on the distribution list to delete.
3. Click on Delete.
4. Click Done.