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Contacts

  • How to Merge Duplicate Records
  • How to Update Contact Information in Bulk
  • How to Import Gifts into Existing Contacts
  • How to Create a Contact Group
  • How to Use the Search Bar and Lookup
  • How to Use Contact StatusTypes
  • How to Use the Integration with Google Maps
  • How to Add New Data and Keep the Mailing History
  • How to Manually Add a Contact
  • How to Assign a User to an Existing Contact
  • How to Assign a User to a New Contact
  • How to Track Households
  • How to Use the Contact Search
  • How to Delete a Contact
  • How to Add Credit Card Information into a Contact’s Record
  • How to Track People that are Deceased
  • How to Set up Relationship Types

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