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  2. CSS 1.4
  3. Contacts

Contacts

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  • How do I create a Saved Search in Contacts and Export to Excel?
  • How do I note that a contact is threatening or dangerous?
  • How do I import CRM contacts into the Gateway eNewsletter?
  • How do I enter polling postcards or a petition?
  • How should I format a list of contacts for import into the CRM/CSS?
  • How do I find a contact?
  • How do I create new correspondence activities?
  • How do I import/upload a list of contacts from an Excel spreadsheet?
  • How do I edit an existing organization?
  • How do I create a Mass Mailing?
  • How do I create a Saved Search in Contacts and do a mailing to it?
  • How do I run a duplicate contact or household check?
  • How do I attach a file to an outgoing email job in a print job?
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