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Creating a List from an Order Search

You can create a mailing or call list from the results of the order search. When you create the list, it can include the primary, billing, and artwork contact for the order. You can’t select individual orders from the results; the list will include all orders from the results.

  • Go the Order Search and perform a search to generate a list.

  • You can select the Primary, Billing, and Artwork contact associated with the order. The system will use the contacts associated with the order; These may differ from the contact roles associated with the order company.

  • After you create the list, you will be redirected to your new list on the contact list page. From here, you can send a mail merge or create a call list.