Features and Fields

  • The Create New List option
  • The Manage Lists panel

Each row in the Manage Lists table represents a target list, and displays a few key fields of data about that list. These fields are lined up in columns. Click a column heading to sort all of the lists in the table by that field.

The following list data fields are displayed:

ID (the unique list ID number)
CRMS assigns a unique ID number to every list. If two or more list names (which are defined by CRMS users) are similar or identical, this number is the unique identifier.
Name
The name of the list as defined in CRMS. This is set up as a hyperlink to the list properties data: the list's Name, Source, and Internal Note text fields. Click the list name to open the list properties data, either to see or edit its details.
Status
The status of each list can be either Ready, In Progress, or Failed. Only lists whose status is Ready are currently available to use. The In Progress indicator should be displayed only for the period when a list is being processed. A list marked as Failed represents a failed attempt at creating a list. Failed lists should be deleted.
Reporting
Provides list import details.
Created
The date when the list was originally assigned an ID. This date can be different from the date when the customer data was last updated.
Total
The total number of customer records in the list.