Person Lists

A person list is a list of persons.  This list can be attached to a campaign, project, or other items in PrimeAgile.  This list can be used to send cards, announcements, product updates, e-mails, or as list of people to call.

When added to a person list, verification is done that there is an e-mail address, phone number and physical mailing address.  These contact methods are not required, but a warning is given when they are added to a list if one is missing.

Adding persons to a list

Persons are added to a person list from the list itself by searching for the persons name and clicking add, or from the person record by searching for the list and adding the list to the persons record.