Contacts

  • Contact Manager

    Contact Manager Search, add, edit, and queue up contacts for further action. Each contact detail that you enter into the system database can be searched here.

    Mar 03, 2017 07:49PM GMT
  • Searching Contacts

    Searching for Contacts Search for existing contacts across multiple search fields. Once your contacts have been imported into the system, you will be able to search for them using any ...

    Jul 20, 2017 04:21PM BST
  • Adding a Single Contact

    Adding a Single Contact Create new contacts one-by-one from within the system. To add a single contact, click “Create Contact” in the upper right corner of the page. The required fiel...

    Jul 20, 2017 04:19PM BST
  • Adding Multiple Contacts

    Import Contacts Mass upload new companies, contacts, and travel addresses into your system. Importing New Contacts Download and fill out the Contacts Template. Please note that you ...

    Jul 20, 2017 04:20PM BST
  • Editing a Single Contact

    Editing a Single Contact Edit contacts one-by-one To edit a contact, click the drop-down menu in the "Options" column and then select "Edit Details".

    Jul 20, 2017 04:22PM BST
  • Editing Multiple Contacts

    Editing Multiple Contacts Make changes to a large list of contacts at once Scroll to the bottom of Contact Manager and click "Export for Updates" in the lower right corner of the page....

    Jul 20, 2017 04:23PM BST
  • Queuing Contacts

    Queuing Contacts Create a queue in order to perform an action on one or more contacts. To queue contacts: Select the check box in the column to the left of each contact. To queue ...

    Mar 03, 2017 08:10PM GMT
  • Merging Contacts

    Merging Two or More Contacts Clean up your database by merging duplicate contacts Select/queue the contacts you wish to combine and select "Merge" from the "Queue Options" drop-down me...

    Mar 03, 2017 08:13PM GMT
  • Exporting Contacts

    EXPORTING CONTACTS Export a list of contacts to PDF, Excel or e-mail At the bottom of the search results of your contacts, you will find an Export section. Here you can create te...

    Jun 09, 2017 03:51PM BST
  • Contact Type Manager

    Creating Contact Types Add your contact types to your database manager to successfully import your contacts later. Before you can import your contacts, you will first need to add all...

    Jul 20, 2017 04:08PM BST

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