How to Create a Distribution List or Remove a Distribution List.
System Role: Enterprise Admin
Creating a Distribution List for your Users can be a way to group certain stakeholder records into meaningful lists.
Creating the Distribution List name
Open the Management Area.
Navigate on the left-hand side to 'Classifications' and then 'Stakeholder List'.
Click 'New' and enter the name for your Distribution List and a Description if required.
Then click 'Save' to create your new Distribution List.
Removing a Distribution List.
If your distribution list is still attributed to records, please be sure to Batch them to another distribution list if needed before you remove the distribution list.
To remove an existing distribution list, locate the specific distribution list in the management area, following the steps listed above.
Then locate and left-click the distribution list and click 'delete'.
If the distribution list is a parent and there are children distribution lists nested, they will need to be deleted before you can delete your distribution list.
