Checklists

A checklist is a means for you to compare contacts in your project with contacts in your Main Media Data. It provides a means for you to determine which contacts, if any are missing.

For example, suppose we have a Book Review Checklist Tundra and Taiga. We have already pulled a number of contacts into the list; based on criteria we believe will best help us publicize this book. We realize, though, that Boston will be a critical market for this book. We can create a checklist which will show us all the Boston contacts in our database, and which of those we have selected for our project Tundra and Taiga. Using this checklist, we can then determine which additional names, if any, we may want to add to our project.

To create a checklist, follow these simple steps:

1. Select the Main Media Data tab in the main window.
2. Press the Search button on the toolbar (or press control-s).
3. Select the criteria for which you want the checklist. In our example, we would select the Boston market.
4. Press the Search button in the search window. Publicity Assistant 2000 will now take a moment to find all of the contacts that meet your criteria.
5. Now select the Review List tab in the main window.
6. Choose the project for which you want to run the checklist by clicking on it once with the mouse.
7. On the toolbar, press the Output button (or press control-o).
8. Choose checklist in the output window (or checklist with notes).

The resulting output is your checklist. All contacts from your search will be listed. Those, which are already in your project, will have a checkmark next to them. At the end of the output, there will be a category titled Additional Requests. This lists all the contacts in your project, which are not part of your search criteria.

For more information, see also:

Bound Galley Checklists