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