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Distribution Lists

The Distribution Lists procedure allows you to create lists of:

  • CRM contacts
  • CRM contacts included in a campaign
  • CRM contacts included in an opportunity
  • ERP contacts (suppliers) included in a purchase request for quotation
  • ERP contacts (suppliers) included in a purchase order
  • ERP contacts (customers) included in a sales offer
  • ERP contacts (customers) included in a sales order
  • ERP contacts (customers) included in a sales delivery note
  • ERP contacts (customers) included in a sales invoice
  • ERP contacts (customers) included in a service intervention

to whom the Newsletters must be sent.

For CRM contacts, the address search is structured as follows:

  • generic email of the contact, only if the "newsletter" flag is also enabled in the "email scope" section.
  • email of the contact's references, only if the "newsletter" entry is also present in the "email scope" tab.

For ERP contacts (customers and suppliers), the address search is structured as follows:

  • register, alternative addresses, all address types enabled for the relevant document (order, delivery note, invoice, etc.) will be considered.

Distribution lists are divided into two types:

  • Static Lists: require the user to manually add newly created CRM contacts to the list;
  • Dynamic Lists: calculate in real time, based on the filters set on the SQL query associated with the list, the contacts that should be included at the time of sending the Newsletter.