Actions Overview

Print Mailing Labels
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
Print Envelopes
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
How do I create an Email List with all constituents?
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
How do I update an Email List?
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
How do I export all addresses?
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
How do I export all emails?
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
How do I send a text message to Constituents?
Several grids such as the Constituent, Events, Event Attendance, P2P Dashboard and Auction allow for you to send out Test Messages to any Constituents with ...
Thu, May 19, 2022 at 3:05 PM
How do I remove an Email List from constituents?
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
What can you do on the actions tab?
- Export grids/lists as Excel File - Export to an existing Excel file  - Create Email Lists - Create Email Campaigns - Print/Email Mail Merge  - Print ...
Wed, Mar 24, 2021 at 10:34 AM
Can I Split a Auction Item Across Multiple Winners?
Yes, after an auction item has been won and bidding has ended, you are able to select that item and add the additional winning bidder and their winning amou...
Tue, Mar 22, 2022 at 9:40 AM