Codes vs Group/List Function: What is the difference between using “Codes” and the “Group/List” function?
• Codes must be unique and not includes other codes within their names. So for instance if you have two codes: “Board” and “Board – Ex”, searching for “Board” will give you both since they both contain the phrase “Board”. If you now go to change your code list to get rid of overlapping code names, keep in mind that changing the name in the Value List area, does NOT change all those records that are already marked for the old code. You will have to mark them again for the new one. • A better way to keep track of all your lists is the “Group/List” function which allows you to call the group whatever you want, create ongoing groups or just one-off mailings and automatically prevents duplicates within the same group. In most cases, groups are preferred over codes though codes still have their uses. We’ve preserved codes because it was part of the original SSP but I regularly recommend people check out Groups instead for the reasons sited above. Group/List can be found under “Fundraising” b
