Types of Mailing Lists that can be created:
- Client type (e.g. all individuals)
- Age (e.g. with a DoB greater than x)
- Relationship type (e.g. Is a Director of)
- Usual Year End
- Enrolled for MTD
- CIS Contractors
- Custom Fields
- Clients with Self-Employment Pages
- Bookkeeping software (clients using Xero, QuickBooks etc)
- Portfolio (clients managed by X)
- Has UK Property
Please see How do I use the Data Mine wizard? for more information on creating data mines.
For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.