Actions Overview

Print Mailing Labels
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 printabl...
Wed, 24 Mar, 2021 at 10:09 AM
Print Envelopes
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
How do I create an Email List with all constituents?
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
How do I update an Email List?
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
How do I export all addresses?
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
How do I export all emails?
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
How do I send a text message to donors that have mobile numbers?
Go to Workspace>CRM>Constituents.  Select Actions>Send Text Message.  The top field will allow you to insert a mail merge field value(s) into the t...
Wed, 24 Mar, 2021 at 10:19 AM
How do I remove an Email List from constituents?
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
What can you do on the actions tab?
- 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