CRM Phase 3 - Flipbook - Page 37
STEP
PROCESS
STEP 1
From within the campaign, select the Customers tab.
All the customer records based upon the selected entered are displayed.
STEP 2
If a record is not required for this mailshot it can be removed. To delete, click on the
Delete column against the required record and a tick is presented and will be excluded
when printing letters
STEP 3
If any address details need amending, double click on the record and the CRM
customer record is made available.
Click on Edit from the toolbar and amend as required. Once completed click on Exit
from the toolbar and the Campaign Customers list is presented once more.
Note: The list is not automatically updated but if letters were to be printed at this stage
the amended address would be used. However, if you would prefer to refresh the list
click on the Save icon from the toolbar followed by Reload and the list is refreshed.
STEP 4
Continue reviewing the Customers list until ready for printing the letters.
Refer to process 02.030.07 L2 Ignored Customers to continue with the mailshot.
Campaigns – Customers
02.030.06.L3 9304E
Page 37 of 108
