Contacts

Contact List

• Contact List Overview
• Customize the Contact List
• Using Search and Advanced Search
• Sort or Filter Contacts
• Create List Based On Last Invoice Date
• Print the Contact List

Contact Profile

• Contact Profile Toolbar
• Create a New Contact Profile
• Profile: Main tab
• Profile: Additional Info tab
• Profile: Notes tab
• Profile: Account & Invoices tab

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Working with Contacts

• Search to Find a Missing Contact Profile
• View or Print a Customer's Product History
• Set a Default Discount & Other Contact Profile Settings
• Make a Contact Inactive/Active or Delete
• Create an Entry in the Contact Log
• Tracking Leads or Potential Customers

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List Builder

• List Builder Overview
• Create a Custom Contact List
• Add or Remove Names from a List Builder List
• Working with a Group in the List Builder to Print, Email, and more

Preferred Program

• Preferred Program Report
• Export Contacts to myCustomers or Other Apps
• Export Contacts into an Outlook .CSV File Format