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
- Contact List Overview
- Export Contacts
- Print Perfect Mailing Labels
- Print Labels for a Group of Contacts
- Add Custom Fields to Contact Records
- Send an Email to a Group of Contacts
- Add Tags to Help Sort Contacts
- Export a Group of Contacts
- Build a Referral Tree
- Import Contacts (Basic)
- 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)
- Add a To-Do