Contacts

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

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• Exporting your Contacts
• Customize my Contact List
• Import my contacts (Basic)
• Delete a group of contacts
• Add Flags to help sort your contacts
• Send an Email to a group of contacts
• Recovering a group of Deleted Contacts
• Making an Appointment for a Contact
• Duplicate Contact Records
• Search for Contacts That Have Multiple Flags
• Use Birthday Assistant to Remember Client Birthdays
• Build your Referral Tree
• Exporting a group of contacts
• Customize the Contact Card
• Print Labels for a Group of Contacts
• Email History for a contact
• Search for Contacts That Have Been Marked Inactive
• Different Ways to Search for a Contact by Name
• Import my contacts (Advanced)
• Export Notes

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