Actions Overview
In the Actions menu in nearly every grid, you will find an option labeled "Print Mailing Labels": When selected, you will be able to choo...
Fri, Sep 1, 2023 at 12:13 PM
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
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 ...
Mon, Jul 17, 2023 at 10:58 AM
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
- 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
Yes, when setting up a Text Campaign across the various grids where Texting is available you have the option to choose whether the Text should be sent right...
Wed, May 25, 2022 at 2:49 PM