The Actions menu allows the user to perform different activities with the information displayed on the grid. Each grid's Actions menu may perform different activities associated with that grid. For example, from the Constituent grid's action menu you can:
- Export the data on the grid to Excel, either as its own file or by creating a new worksheet in an existing file.
- Create Email Lists
- Create Email Campaigns
- Print/Email Mail Merge
- Print Mailing Labels
- Print Name Tags
- Print Envelopes
- Send Direct Emails
- Send Text Messages
- Merge Constituents
- Run a Potential Duplicates report
- Batch Update Records
Actions performed, such as exporting to Excel or creating a new email list, will only apply to the records displayed on the grid, not the entire database.