How To Create Reports
Reports Reports allow you to export data which can be downloaded to your computer. These reports can provide a broad range of insights into the activities of your case office and contacts. To navigate to the Reports section either: Select Reports from the menu at the top of the page. You may do this at […]
How To Create Target Criteria
Creating Target Criteria Target Criteria comprise a set of characteristics such as demographics, locations, tags, emails, phone numbers etc. that, when combined, returns a list of Contacts or Organizations who share those characteristics. As an example, you might search all Contacts who have a phone number with the area code 416, with a communication policy […]
How To Import Contacts
How to import data.
How To Merge Contacts
Merging Contacts A common problem users encounter is having multiple Contacts representing the same person. This can cause confusion as staff become unsure of which Contact is up to date and can create unnecessary extra data to manage. A solution to this issue is Contact Merge, the ability to combine two Contacts into one. This […]
How To Use Target Criteria
Using Target Criteria Target Criteria comprise a set of characteristics such as demographics, locations, tags, emails, phone numbers etc. that, when combined, returns a list of Contacts or Organizations who share those characteristics. As an example, you might search all Contacts who have a phone number with the area code 416, with a communication policy […]
How To Find And Edit Target Criteria
Finding and Editing Target Criteria Target Criteria comprise a set of characteristics such as demographics, locations, tags, emails, phone numbers etc. that, when combined, returns a list of Contacts or Organizations who share those characteristics. As an example, you might search all Contacts who have a phone number with the area code 416, with a […]