Adding emails/properties to a distribution list

There are a few different ways to approach adding emails/properties. Here are a few common scenarios:

Adding a new email to one list and one property

1. Enter the new email address to add in the emails table filter
2. Select the desired distribution list and property
3. Click Yes to add the email

Adding a new email address to all lists and properties

1. Enter the new email address to add in the emails table filter
2. Select all distribution lists and properties
3. Click Yes to add the email

Adding existing email addresses

1. Highlight a distribution list (filters emails and properties tables by that list)
2. Highlight a property (filters emails and lists tables by that property)
3. Click the plus sign icon to "flip" the emails table - the table now displays all emails NOT associated with the highlighted list and property
4. Select the emails to add to that combination
5. Click Add Selected
6. Click Yes to confirm the addition

Note

If records are not highlighted, a flipped table view will contain the same records as the default table view. Whether you are selecting or highlighting, you still have to flip a table in order to add records.

Note

When working with multiple selections make sure you are selecting records, rather than highlighting them. Highlighting any one of the records will filter the other tables by the highlighted record.

Adding a new property

Properties in your portfolio that aren't associated with an existing distribution list are not displayed in the properties table. Flip the properties table and search by STR ID to add additional properties.

1. Highlight a distribution list (filters emails and properties tables by that list)
2. Highlight an email address (filters lists and properties tables by that email address)
3. Click the plus sign icon to "flip" the properties table
4. Enter an STR ID and click Search
5. Click Add Property
6. Click Yes to confirm the addition

Success

After adding emails or properties, your changes can now be viewed in the audit history processed changes table.

Canceling pending changes

If needed, after pending changes have been submitted, you can cancel those changes individually from the unified view. This is particularly useful when needing to cancel one or two changes.

1. Highlight any combination of the pending change that needs to be canceled (ex: highlight a single distribution list and a single email address) - in the case of a pending addition, the record is highlighted in green
2. Click the cancel icon to immediately cancel that single pending change

Note

For canceling larger numbers of pending changes, navigate to the audit history pending changes table.