Contacts
Add new contacts, edit existing ones and keep your data organized and up to date.
- Customize Your Contact Lists
- Export Contacts
- Import Contacts (Basic)
- Add Flags to Help Sort Contacts
- Build a Referral Tree
- Delete a Group of Contacts
- Send an Email to a Group of Contacts
- Use the Birthday Assistant to Remember Client Birthdays
- Duplicate Contact Records
- Export a Group of Contacts
- Schedule an Appointment for a Contact
- Recover a Group of Deleted Contacts
- Customize the Contact Card
- Search for Contacts That Have Multiple Flags
- Email History for a Contact
- Import Contacts (Advanced)
- Print Labels for a Group of Contacts
- Send an Email to a Single Contact
- Different Ways to Search for a Contact by Name
- Search for Contacts That Have Been Marked Inactive