Add/Remove Record Sources

You can add or remove record sources by using the link on the left of the page and selecting the record source or sources you want to use. Record sources that are in use in a segment, list, mailing, or export cannot be removed.

1. From the Manage Record Sources page in Administration, select the Add/remove record sources task. The Edit record sources screen appears.

   All available sources established during installation of the program appear with checkboxes beside them.

2. Select the checkboxes for record sources to include for mailings.

3. When you clear a checkbox, records from that source will not appear in your mailing segments. If you attempt to clear a checkbox for a record source that is in use by a segment, list, mailing, or export, a message informs you that the source cannot be removed.

4. Select Save. You return to the Manage Record Sources page.