Contacts
- 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?