To create a new list and include relationships:
  1. Create a query to use for Online Express email lists.
  2. In Online Express, go to Email Marketing.
  3. Click on Manage Lists.
  4. Click Create new list in upper left.
  5. Enter a List name.
  6. Under List Options, mark Send to individual and organization records. Select the desired relationship values.
  7. At bottom left, click Add a query.
  8. Search for the query and double-click to add.
  9. If needed, repeat steps 7 - 8 for each query to add.
  10. Click Save & Close to add the list.

To edit the relationship settings of an existing list:
  1. In Online Express, go to Email Marketing.
  2. Click on Manage Lists.
  3. Scroll through the lists to find the desired one.
  4. If the desired list is missing, mark Include inactive lists in upper right and scroll down to bottom under Inactive Lists. Click Activate on far right.
  5. Click Edit on far right.
  6. Edit List name if needed.
  7. Under List Options if not already set, mark Send to individual and organization records.
  8. Select the desired relationship values by marking to include and unmarking to omit.
  9. Click Save & Close to save changes to the list.