You can easily choose the contacts to which you would like to send an email, log a note for or add to a list/committee from the list of contacts displayed in the contacts module.
Send Email from the Contacts Module
- In the Contacts module, filter to the desired contacts.
- From the filtered list choose the contacts to which you would like to send an email. Select the top most check-box to choose all or you can choose individually.
- Once you have made you selection a blue bar will display at the bottom of the screen.
- Click SEND EMAIL to open an email the Send Email screen. Proceed with sending your email as described in Send an Individual Email.
Log a Note from the Contacts module
- In the Contacts module, filter to the desired contacts.
- From the filtered list choose the contacts for which you would like to log a note. Select the top most check-box to choose all or you can choose contacts individually by clicking the corresponding checkbox.
- Once you have selected contacts a blue bar will be displayed at the bottom of the screen.
- Click LOG A NOTE. The Add Log Note screen will be displayed.
- Log a note as described in Log Notes/Phone Calls.
Add Contacts to List/Committee from Contacts module
- In the Contacts module, filter to the desired contacts.
- From the filtered list choose the contacts that you wish to add to a list/committee. Select the top most check-box to choose all or you can choose contacts individually by clicking the corresponding checkbox.
- Once you have selected contacts a blue bar will be displayed at the bottom of the screen.
- Click ADD TO LIST/COMMITTEE. The Add Contact to List/Committee screen will be displayed.
- Add the contacts as described in Add Report Contacts to a List/Committee.
Use Cases/Examples:
- Log a note: You've just mailed a board meeting packet to your board members. Filter to the board meeting List/Committee (if you've got one created already). Click the Select All checkbox. Then click Log Note. Type your note i.e. "Mailed Board Meeting package on X date".
- Add to List/Committee: You've got various contacts in the database that should be added to an existing mailing list (or other List/Committee). Select the checkbox in front of the contact(s) and click Add to List/Committee and pick which list it should be added to. Very and quick and easy to do!
- Add to List/Committee: You've filtered to a particular subset of contacts that you'd like to work with in future tasks -- like emailing or adding notes or reaching out to them. Filtered to those contacts, select them and click Add to List/committee where you can create a new list to put them in. Going forward, it will be easy to work with them by pulling up that list.