Contacts

  • Editing a Single Company

    Editing a Company Edit Company details one by one ​Edit Details: Change the information associated with a company. Make sure "Update Address Information For All Associated Cont...

    Jun 09, 2017 03:51PM BST
  • Editing Multiple Companies

    Editing Multiple Companies Make changes to a large list of companies at once Scroll to the bottom of Company Manager and click "Export for Updates" in the lower right corner of the p...

    Jul 05, 2016 09:00PM BST
  • Queuing Companies

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

    Jul 05, 2016 09:02PM BST
  • Merging Companies

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

    Jul 05, 2016 09:09PM BST
  • Exporting Companies

    Exporting Companies Export a list of companies to PDF, Excel or e-mail At the bottom of the search results of your companies, you will find an Export section. Here you can create tem...

    Jul 05, 2016 09:10PM BST
  • Vendor Manager

    Vendor Manager Search, create, edit, and queue up vendors. Navigate to the Companies menu and select Vendor Manager. Add all required information marked with an asterisk and...

    Mar 03, 2017 10:02PM GMT
  • Travel Addresses

    Travel Addresses Assign a Travel Address to an Invitee from out of town You can associate more than one Travel Address to a single contact but they must be invited to an event ...

    Mar 03, 2017 10:05PM GMT
  • Contacts Mailing

    Contacts Mailing Send out mass emails to your contacts using our mail merge system. Send look books, press releases, or media alerts.

    Mar 03, 2017 10:07PM GMT
  • Contacts Mailing - Manual Mode

    Creating a New Mailing in Manual Mode Utilize the "Manual Mode" to create new Contacts Mailing template. To create a new mailing, click "Create Template" in the upper right corne...

    Apr 12, 2018 04:34PM BST
  • Contacts Mailing - Drag & Drop Mode

    Contacts Mailing - Drag & Drop Mode Utilize the Contacts Mailing 'Drag & Drop' Mode to send out mass emails to your Contacts Layout Preferences Options Dropdown E...

    Sep 26, 2018 08:13PM BST

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