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Set up Circulation lists in the Message Centre

Learn how to create and use circulation lists in the Message Centre to control access and send messages to specific groups.

Written by Cristiana Ghinea

You can set up indexed customer fields and have read or write permissions limited to those who require it by following the steps below:

  1. Create drop-down field values, such as:

    • TrusteeFull.

    • TrusteeVote.

    • TrusteeAttend.

  2. Find the terms using the universal search.

  3. Click View All.

  4. Seeing them in MyTeam gives you access to:

    • Send message.

    • Add Touchpoint.

    • Invite to event.

    • Add Task.

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