Contacts
Add new contacts, edit existing ones and keep your data organized and up to date.
- Customize my Contact List
- Exporting your Contacts
- Import my contacts (Basic)
- Add Flags to help sort your contacts
- Build your Referral Tree
- Delete a group of contacts
- Send an Email to a group of contacts
- Use Birthday Assistant to Remember Client Birthdays
- Making an Appointment for a Contact
- Exporting a group of contacts
- Recovering a group of Deleted Contacts
- Duplicate Contact Records
- Search for Contacts That Have Multiple Flags
- Customize the Contact Card
- Email History for a contact
- Import my contacts (Advanced)
- Print Labels for a Group of Contacts
- Different Ways to Search for a Contact by Name
- Search for Contacts That Have Been Marked Inactive
- Search for Contacts by the Date They Were Added