Editing the Properties of a Data List

The following describes how to make changes to the properties of an existing data list on behalf of a Customer. As part of this process, you can rename the list, change its purpose, assign a cost centre, and more.

Implementation

1. Access the Lists of Customer Data page for the intended Customer.
   How do I view data lists for a specific Customer?

   1. Access the resources page for the intended Customer.

      How do I access resources for a specific Customer?

      1. Access the details page for the intended Customer.

         How do I access the details of a specific Customer?

         1. Type the Customer’s name into the search field at the top of any page.
         2. Click the intended Customer in the search results. This opens the Customer Details page.

      2. Select the Customer Resources tab.

   2. Click the Lists of Customer Data hyperlink.

2. Locate the intended list and click its Edit Fields and Basic Settings link.

   

3. Use the List Basic Details section to make changes as needed.
   What are the Basic Details of a list?

   Property	Description
   List Name	The descriptive name of the list, as it appears elsewhere on the site. Ensure this is distinct and meaningful.
   List Type / Role	Use the drop-down to change the purpose of the list. Care should be taken when doing this, especially if the list is already in use elsewhere in the site. Changing the list type may cause related functionality to stop working, so be sure you know the implications of your change.
   Include Support for UNREACHABLE State	If the List Type is set to Outdialler Campaign List, and you want to be able to set a target as unreachable after a certain number of failed calls to them, tick this check box. The default number of retries after which the state is applied is five, but you can change this number if needed.
   TRY LATER Period	For Outdialler Campaign Lists, this is the number of minutes in between each attempt made to call a target.
   List Description	A short description of the list, to assist Administrators in cases where the List Name is not sufficient to explain its purpose.
   Cost Centre Code	If cost centres are available, you can use this drop-down to assign one to this list, if required.

4. Scroll to the bottom of the page and click Save Changes.