List Topics, Questions and Answers
Associations can create List Codes in the List Topics, Questions and Answers GroupType to meet...
Associations can create List Codes in the List Topics, Questions and Answers GroupType to meet specific association needs that are hidden by default from a contact record’s Summary screen. For example, an association might purchase a list of prospective members, and those records can be tagged with a List Code so that staff can identify and run reports related to those records as needed without the data showing on the contact records’ Summary screens. The next screen shot displays how all three levels of code could be defined in the List Topics Dictionary to allow for this scenario.
In this example the GroupType is “LISTS”, the GroupCode is “PROSPECT” and the MasterCodes are “1610” and “1701” for the two different imports shown. You can create as many GroupCodes and MasterCodes in this manner as you wish.