The Actions menu allows the user to perform different activities with the information displayed on the grid. Each grid's Actions menu may perform differ...

You can use the Actions menu from the Constituents grid. Go to Workspace>CRM>Constituents.  Select Actions, then select Create Email List. A ...

You can utilize the Actions menu from several grids including Constituents, Gifts, Memberships, Events, P2P Dashboard, and Auctions to add groups of constit...

You can export all the addresses for constituents using the Actions menu from the Constituents grid. Go to Workspace>CRM>Constituents.  Select Actions...

Go to Workspace > CRM > Constituents and select Actions > Export to Excel File.  At Export to Excel Option, select Include All Emails. The...

Constituents can be removed from an email list from the Contacts page in the Email Marketing module.  You can use the edit icon to unsubscribe them or use t...

An email list must be created prior to creating an email marketing campaign from the Actions menu.  First, filter your grid to show the constituents yo...

The Print/Email Mail Merge feature allows you to send letters that you have created in the Mail Merge Templates for this grid. For example, from the Constit...

In the Actions menu on the main grids, you will find an option labeled "Print Mailing Labels": When selected, you will be able to choose ...

In the Actions menu on several grids you will find the option to Print Envelopes.   Selecting Print Envelopes will open a new dialog box to allow ...