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Managing Contacts

Database Search

  • Search by specific fields such as Firstname, Surname, Company, Postcode
  • Quick Search across all fields
  • Sort results by clicking on column heading
  • Change default page size
  • Quick links to company details or contact details
  • Current row highlighting

Groups

  • Search for and add contacts to existing or new groups.
  • Add contacts to groups directly from contact record.
  • Send standard letters to group members. (Like a distribution list)
  • Create groups or add to groups from reports.

Import

  • Import from csv file.
  • Match fields from import file to database fields.
  • View import report to identify errors or warnings.
  • Automatically assign imported records to a group.

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