Actions Overview
After you select Print, the entries will be sent to a PDF File. When you Print the PDF File, it is recommended you change the Scale to "Fit to pr...
Wed, 27 Jul, 2022 at 11:50 AM
After you select Print, the entries will be sent to a PDF File. It is recommended you open the PDF File with Adobe Acrobat Reader then select the foll...
Wed, 24 Mar, 2021 at 10:10 AM
Go to Workspace>CRM>Constituents. Select Actions>Create List. At Create New List, select YES. Enter a List Name, List Category (optional) then S...
Wed, 24 Mar, 2021 at 10:10 AM
Go to Workspace>CRM>Constituents. Select Actions>Create List. At Create List, select NO. Enter your existing List Name then Save. Entries that ...
Wed, 24 Mar, 2021 at 10:12 AM
Go to Workspace>CRM>Constituents. Select Actions>Export to Excel File. At Export to Excel Option, select Include All Addresses.
Wed, 24 Mar, 2021 at 10:14 AM
Go to Workspace>CRM>Constituents. Select Actions>Export to Excel File. At Export to Excel Option, select Include All Emails.
Wed, 24 Mar, 2021 at 10:17 AM
Several grids such as the Constituent, Events, Event Attendance, P2P Dashboard and Auction allow for you to send out Test Messages to any Constituents with ...
Mon, 17 Jul, 2023 at 10:59 AM
Go to Workspace>CRM>Constituents. In the left column>Includes>Email Lists select the Email List. Now select Actions>Batch Update Records. ...
Wed, 24 Mar, 2021 at 10:20 AM
- Export grids/lists as Excel File - Export to an existing Excel file - Create Email Lists - Create Email Campaigns - Print/Email Mail Merge - Prin...
Wed, 24 Mar, 2021 at 10:35 AM
After an auction item has been won and bidding has ended, you are able to select that item and add the additional winning bidder and their winning amounts. ...
Tue, 22 Mar, 2022 at 9:43 AM