Managing Contacts

• Search by specific fields such as Firstname, Surname, Company, Postcode
• Quick Search across all fields
• Sort results by clicking on column heading
• Change default page size
• Quick links to company details or contact details
• Current row highlighting

Groups

• Search for and add contacts to existing or new groups.
• Add contacts to groups directly from contact record.
• Send standard letters to group members. (Like a distribution list)
• Create groups or add to groups from reports.

Import

• Import from csv file.
• Match fields from import file to database fields.
• View import report to identify errors or warnings.
• Automatically assign imported records to a group.

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