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  1. iConstituent Help Center
  2. CRM 2.0 (NEW)
  3. Communications (Mail)

Communications (Mail)

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  • How do I respond to campaigns?
  • How do I reply to an Inbound message?
  • How do I move printed letters back to Inbound?
  • Why do some messages not contain a contact name (No Name)?
  • How do I use filters in inbound, outbound Communications, and Content Library?
  • How do I view campaigns or duplicate messages?
  • How do I use pivots in Inbound Communications?
  • How do I use pivots in outbound Communications?
  • How do I sort inbound and outbound Communications?
  • How do I update a contact's name and address information from the Inbound?
  • How do I assign or create tags?
  • How do I bulk add or replace tags?
  • How do I assign a group of communications to a staff member?
  • How do I reply to multiple Communication items at once?
  • How do I print or email large batches of communications?
  • How do I select a Content Template to use when replying to a person from Inbound in Communications ?
  • How do I move outbound communication back into the inbound section?
  • What is Digital (Scanned) Mail?
  • How do I log a Message (Phone Call, USPS Mail, or Other)?
  • How do I convert a Communication item to a Service request?
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