Contacts Operations
- Different Ways to Segment Contacts
- Create and Manage Smart Lists
- Bulk Actions in Contacts Module
- Merge companies contacts
- Understand contact information to assist end-users
- How to import contacts in single choice, multiple-choice choice and cascading field
- Bulk Delete Members or Contacts
- How to Connect and Use Outlook Integration
- Downloading Contact and Company Information
- Renaming and deleting contact & company lists
- Downloading Member Information
- Creating member smart lists
- Data Hygiene (Video)
- Data Hygiene Settings (Contacts)
- Chapter Management Data Aggregation
- Creating, managing, and editing committee lists
- CRM Fields History
- How to update a member email address
- Bulk add contacts to a corporate membership
- Updating a Contact’s Email Address
- Basic Search for Data Hygiene
- Additional conditions on advanced filters
- Contacts/Application Forms & Fields Settings Redesign
- How to Import Single/Multiple Choice Fields
- Creating Contact lists and Smart lists