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

1. In the Contacts module, filter to the desired contacts.
2. 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. 

   

3. Once you have made you selection a blue bar will display at the bottom of the screen.
4. 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

1. In the Contacts module, filter to the desired contacts.
2. 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.  
3. Once you have selected contacts a blue bar will be displayed at the bottom of the screen.

   

4. Click LOG A NOTE. The Add Log Note screen will be displayed.
5. Log a note as described in Log Notes/Phone Calls.

Add Contacts to List/Committee from Contacts module

1. In the Contacts module, filter to the desired contacts.
2. 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.  
3. Once you have selected contacts a blue bar will be displayed at the bottom of the screen.

   

4. Click ADD TO LIST/COMMITTEE. The Add Contact to List/Committee screen will be displayed.
5. 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.