Managing Contacts

New & Existing Contacts

• Why duplicate Contacts
• Relationship Contacts for this contact vs Is a contact of
• How to print a receipt copy
• How to merge contacts
• Account and Contact status

Attributes

• Insert one attribute type to an entire list of Contacts

Notes & Emails

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

Queries & Lists

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

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