Creating Debtors Email Mailing List  CRM Module> Activity> Email Mailing List Click " Add " Add the Mailing List Name and a Description Click " Save " Click Save a new a window will open Here you can start adding your contact for the mail. Click " Add " Use the filters to limit your search results Click " Search" - The contacts grid will populate with Contacts Either double click on the contact you want to add to the Selected column or use the Arrows to move these contacts over. Click " Close" when you are happy with your list Contact Type Select the Contact Type you wish to add contact from (Debtors, Prospects, Opportunities, Users, Employees) These may be different depending on what has been setup.  Category Select the Category you would like to add contact from, these will also depend on what has been setup (Purchasing, Sales, Marketing, Finance, Executive) Debtors Select one debtor to add to your mailing list When you click " Close" , you will see your mailing list that you created in the list and will be available for selection when you have a mail to send out.  From here you can double click to open the list to make any changes needed. Save Click Save to save any changes made Add Click Add to add a contact that may have been missed  Bulk Add Click Bulk Add to add a bulk amount of Contact to the mailing list (Maybe from a different Contact Type or Category.) Remove Highlight the line you want to remove by clicking on the line and clicking Remove. Remove All Click Remove All if you want to delete all contacts in the mailing list Export to Mail Chimp Click Export to Mail chimp to create this mail list in Mail Chimp. Bulk Add You can add an Email mailing list in bulk or by group like all debtors or creditors. Click " Bulk Add " and the below screen will open By using the filters, you can create a quick mailing list List Type Select the list type you would like to add from (Debtors, Prospect, Opportunities) Division If you have set up divisions for your debtors, you can pull the report for all your debtors or you can select a specific Division from the drop-down menu. Currency If you are using multi-currency you can select it here Account Manager You can pull the report for all your debtors, or you can select a specific Account manager from the drop-down menu if you have set up Account Managers for your debtors. Acc Terms You can filter for specific Account Terms (30 Days, 60 Days, 90 Days etc.) Billing Group If you have billing groups like, Subscriptions, you can pull a report for these specific groups, or you can pull a report that will include all transactions. Item You can filter for Debtors/Customers who have purchased a specific inventory item Item Inv Date From / Item Inv Date to You can select the date range you want to filter for of a specific inventory item that has been purchased  Sales Rep If you want to run a report by a specific sales rep, then you will need to select the sales rep on the drop-down menu. If you leave the sales rep on all the report will run by all sales rep. Region You can pull the report for all your debtors, or you can select a specific Region from the drop-down menu if you have set up Regions for your debtors. Status If you select all the report will pull all statuses. If you want to view report by status, select the status on the drop-down menu Pricing Level You can filter for specific Pricing Levels (In Season, Out of Season, Specials) Debit Order Tick the box if you would like to filter for Debit orders  Category To generate the report, the user has to select the category from the drop-down menu