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
• See all 11 articles

Working with Contacts

• Search to Find a Missing Contact Profile
• View Previously Purchased Items for a Contact
• Set a Default Discount & Other Contact Profile Settings
• Change the Inactive Setting or Delete One or More Contacts
• Create an Entry in the Contact Log
• Tracking Leads or Potential Customers
• See all 13 articles

List Builder

• List Builder Overview
• Create a Custom Contact List
• Manage Contacts in an Existing List Builder List
• Manage Tasks in the List Builder to Print, Email, and more

Preferred Program

• Preferred Program Report
• Export Customer Profile Information to Other Applications