Constituent Profiles
From any of the dropdown lists (also known as a picklist) click on the arrow in the drop down box and click on <New/Edit>. At the top of the...
Sat, 20 Jul, 2024 at 12:27 PM
From any of the dropdown lists (also known as a picklist) click on the arrow in the drop down box and click on <New/Edit>. You can edit any ...
Sat, 20 Jul, 2024 at 12:32 PM
Yes, click on the up and down arrows of the drop down box and click on <New/Edit> to open the list editor. Find the value that you want to re-order ...
Sat, 20 Jul, 2024 at 12:38 PM
Categories are classifications that you can assign to any constituent. These categories can include things like board members, committee members, special co...
Sat, 20 Jul, 2024 at 12:55 PM
Yes. To modify the categories list, click on the Pencil & Paper (edit) icon categories next to the Categories label from any constituent profile page. ...
Sat, 20 Jul, 2024 at 1:04 PM
Email lists are lists of constituents and their email addresses that are used to send emails using the Email Marketing module. An email list is typically a ...
Sat, 20 Jul, 2024 at 1:09 PM
You can add and edit email lists from a constituent's profile page, but it is recommended to manage lists from the Email Marketing Contacts page since...
Sat, 20 Jul, 2024 at 1:13 PM
You can edit the email lists a constituent is subscribed to from the profile page by clicking the the white space and choosing an email list to subscribe to...
Sat, 20 Jul, 2024 at 1:18 PM
Yes, on a company profile will be a grid titled “Company Contacts” with a list of all employees of that company.
Sat, 20 Jul, 2024 at 1:23 PM
If the constituent is not already in the database, you can go to the company's profile page and add a new employee by clicking on the "+" loca...
Sat, 20 Jul, 2024 at 1:32 PM