Actions
After you select Print, the entries will be sent to a PDF File. When you Print the PDF File, it is recommended you change the Scale to Fit to printabl...
Tue, Jun 30, 2020 at 10:43 AM
After you select Print, the entries will be sent to a PDF File. It is recommended you open the PDF File with Adobe Acrobat Reader then select the foll...
Tue, Jun 30, 2020 at 10:50 AM
Go to Workspace>CRM>Constituents. Select Actions>Create List. At Create New List, select YES. Enter a List Name, List Category (optional) then S...
Tue, Jun 30, 2020 at 3:02 PM
Go to Workspace>CRM>Constituents. Select Actions>Create List. At Create List, select NO. Enter your existing List Name then Save. Entries that ...
Tue, Jun 30, 2020 at 11:27 AM
Go to Workspace>CRM>Constituents. Select Actions>Export to Excel File. At Export to Excel Option, select Include All Addresses.
Tue, Jun 30, 2020 at 2:51 PM
Go to Workspace>CRM>Constituents. Select Actions>Export to Excel File. At Export to Excel Option, select Include All Emails.
Tue, Jun 30, 2020 at 2:49 PM
Go to Workspace>CRM>Constituents. Select Actions>Send Text Message. The top field will allow you to insert a mail merge field value(s) into the t...
Tue, Jun 30, 2020 at 3:56 PM
Go to Workspace>CRM>Constituents. In the left column>Includes>Email Lists select the Email List. Now select Actions>Batch Update Records. ...
Tue, Jun 30, 2020 at 4:54 PM