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Contacts

Add new contacts, edit existing ones and keep your data organized and up to date.

  • Different Ways to Search for a Contact by Name
  • Customize Your Contact List
  • Export Contacts
  • Print Perfect Mailing Labels
  • Print Labels for a Group of Contacts
  • Send an Email to a Group of Contacts
  • Export a Group of Contacts
  • Build a Referral Tree
  • Import Contacts: Advanced
  • Use the Birthday Assistant to Remember Contact Birthdays
  • Contact Card Overview
  • Duplicate Contact Records
  • Send an Email to a Single Contact
  • Schedule an Appointment for a Contact
  • Delete a Group of Contacts
  • Email History for a Contact
  • Import Contacts (Advanced)
  • Search for Contacts That Have Been Marked Inactive
  • Search for Contacts That Have Multiple Flags
  • Recover a Group of Deleted Contacts
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