Managing Contacts

New & Existing Contacts

• Account and Contact status
• How to merge contacts
• How to print a receipt copy
• Why duplicate Contacts

Attributes

• Insert one attribute type to an entire list of Contacts

Notes & Emails

• Inbox Page
• Send Individual Email
• Adding Notes
• Reading and Dismissing Notifications and Alerts

Queries & Lists

• Add New List
• Add New Query
• Adding multiple values in one Query
• All Contacts with Birthdays
• New Query Options on Contacts Dashboard
• Query tool operators

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