List #

Displays the system-assigned number of the active list.

List Name

View, enter, or edit the name of the list.

List Type

Select to add or change the kind of group, such as Corporation, Dealership, Fleet, and so on.

County

Select to add or change the county in which the list is active.

Effective Date

Displays the date on which the list became effective.

End Date

If the list is to remain active for a finite amount of time, enter the date when the group will no longer be active.

List Members

• Customer #—Displays the system-generated number of the corresponding customer in the list.
• Legal Name—Displays the legal name of the corresponding customer in the list.
• Residency Address—Displays the primary address of the corresponding customer in the list.
• Customer Cross Reference—Displays any cross references to the customer group.
• Effective Date—Displays the date the customer became a member of the list.
• End Date—If the customer will not remain a member of the list, enter the last date of the customer's membership in the list.

Add Row

Click to open the Add Customers to List window and add a customer to the list.

Delete Row

Click to remove the selected customer from the list.

You can delete a customer from the list in this way only before you save the customer with the list. If the customer is saved with the list, you must enter an end date to remove the customer from the list.

Show Current Only

Click to show current members of the list only and to hide members whose membership in the list has ended.

Save

Click to save the list and close the window.

Cancel

Click to close the window without saving.