Messaging - Manage Distribution Lists - Overview

• The Manage Distribution Lists window contains all existing distribution lists, along with several columns of summary data for each, including:
• ​Distribution List name
• Description of the Distribution List
• Number of People in the List
• Number of Vehicles in the List
• Number of Groups in the List

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• Actions that may be executed for individual distribution lists are also accessible using the carat icon under the far right hand column for each record.
• In the top right of the screen, above the distribution list data, are five blue buttons: 
• Add – click to create a new Distribution List. See online Help for “Add a Distribution List” for further information.
• Edit – select a Distribution List using the checkbox to the left of its name and then click “Edit” to make changes to an existing Distribution list.  See online Help for “Edit a Distribution List” for further information.
• Delete – select a Distribution List using the checkbox to the left of its name and then click “Delete” to remove a Distribution List.
• Refresh – click to reload the Distribution List data displayed on the screen.

Messaging - Manage Distribution Lists - Select a Distribution List

• To select and view a distribution list, click on the Distribution List name.
• To select a distribution list for performing one of the actions available in the menu, select the checkbox to the left of the list name.

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Messaging - Manage Distribution Lists - Delete a Distribution List

• After selecting a distribution list(s) to delete and clicking on the “Delete” button, a confirmation window will open asking you to verify that you wish to delete the list.
• Click on “OK” to confirm.

Messaging - Manage Distribution Lists - Add a Distribution List

• The “Add” a Distribution list screen consists of a sidebar on the left allowing you to search through existing distribution lists and select one if desired.
• The main body of the screen contains fields that can be populated in the creation of a new distribution list.
• Enter a name for the list and a description in the text boxes at the top.

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• The following sections, partitioned by green headers, allow you to manage the members of the distribution list:
• Assigned Groups
• Assigned Operators
• Assigned Vehicles
• Any or all of the above categories can be added to a distribution list as needed.
• For each of the categories, click on the “+Add” link on the right side of the green header bar to add members to the list.
• A window will open in front of the main screen.  Use the search bar at the top or scroll through the list on the left side to locate groups, individuals, or vehicles.  As a group/individual/vehicle is highlighted, summary information will display to the right.  To select an item for addition to the distribution list, click on the “+” symbol on the right side of the highlighted item.  It will then be added to the box labeled “To” in the bottom right of the window.  You may continue to add as many recipients as necessary.  When finished, click on the blue “Done” button and the window will close.

• Members will now be listed, by category, on the main “Add” screen.  You may remove members by using either the “- Remove” link at the top right of the category header row or by clicking on the carat icon under the Actions column for a member you wish to Remove, then selecting “Remove.”

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• When finished, click on the “Save” button in the bottom right of the screen.

​ Messaging - Manage Distribution Lists - Duplicate a Distribution List

• You can create a new Distribution List by duplicating an existing list.
• From the detail screen of the Distribution List you wish to duplicate, select "Duplicate" in the bottom right of the screen.
• A new Distribution List profile will open, copying some fields from the list you duplicated.  You can edit any duplicated fields and will need to add additional data as necessary.

• The Distribution List detail screen consists of a sidebar on the left allowing you to search through existing distribution lists and select one if desired.
• The main body of the screen contains fields that can be populated in the creation of a new distribution list.
• Enter a name for the list and a description in the text boxes at the top.

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• The following sections, partitioned by green headers, allow you to manage the members of the distribution list:
• Assigned Groups
• Assigned Operators
• Assigned Vehicles
• Any or all of the above categories can be added to a distribution list as needed.
• For each of the categories, click on the “+Add” link on the right side of the green header bar to add members to the list.
• A window will open in front of the main screen.  Use the search bar at the top or scroll through the list on the left side to locate groups, individuals, or vehicles.  As a group/individual/vehicle is highlighted, summary information will display to the right.  To select an item for addition to the distribution list, click on the “+” symbol on the right side of the highlighted item.  It will then be added to the box labeled “To” in the bottom right of the window.  You may continue to add as many recipients as necessary.  When finished, click on the blue “Done” button and the window will close.

• Members will now be listed, by category, on the main “Add” screen.  You may remove members by using either the “- Remove” link at the top right of the category header row or by clicking on the carat icon under the Actions column for a member you wish to Remove, then selecting “Remove.”

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• When finished, click on the “Save” button in the bottom right of the screen.

Messaging - Manage Distribution Lists - Edit a Distribution List

• The “Edit” a Distribution list screen consists of a sidebar on the left allowing you to search through existing distribution lists and select one if desired.
• The main body of the screen contains fields that may be modified as needed.
• At the top, name and description may be edited.

• The following sections, partitioned by green headers, allow you to edit the members of the distribution list:
• Assigned Groups
• Assigned Operators
• Assigned Vehicles
• For each of the categories, click on the "+Add" or "-Remove" links on the right side of the green header bar to manage members in the list.
• After clicking “Add” or “Remove,” a window will open in front of the main screen.  Use the search bar at the top or scroll through the list on the left side to locate groups, individuals, or vehicles.  As a group/individual/vehicle is highlighted, summary information will display to the right.  To select an item for addition to or removal from the distribution list, click on the “+” or “-“ symbol on the right side of the highlighted item.  It will then be added to the box labeled “To” in the bottom right of the window.  You may continue to add as many recipients as necessary.  When finished, click on the blue “Done” button and the window will close.

• You may also remove members directly from the main screen by using clicking on the carat icon under the Actions column for a member you wish to Remove, then selecting “Remove.”

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• When finished, click on the “Save” button in the bottom right of the screen.