Selecting Tab Contacts on the Group Operations list displays the Bulk Tag dialog, illustrated below, which allows you to create a unique name for the Contacts you are tagging.
Simply enter a distinguishing name for the tag in the Tag Name text field and click OK to tag the Contacts.
The Bulk Tag Confirmation window, illustrated below, is displayed to indicate that the tagging operation was successful.
Click OK to complete the tagging process.
Selecting Add Task from the Contact Operations menu displays the Task Editor, which is used to perform that action. Please refer to the Creating Contact Tasks section of the document for details on adding a Task for a Contact.
Selecting Add Task from the Contact Operations menu allows you to associate Contacts with existing Process Flows. Please refer to the Process Flows section of the document for details on associating Contacts with Process Flows
Selecting Add Task from the Contact Operations menu displays the Add To Projects dialog, which is used to associate Contacts with Projects. Please refer to the Adding Contacts to Projects section of the document for details on associating Contacts with Projects.
Selecting Send E-mail from the Contact Operations menu will automatically start your client Email application with a blank New Message addressed to the Email Address of the Contact you are working with.
The Call From Mobile function on the Contact Operations menu is accessed from a User’s mobile phone.
Selecting Export Contact from the Contact Operations menu displays the Export Contact dialog, which allows you to export a Contact’s information to a vCard.
When you click Export, an Opening vCard dialog is displayed, illustrated below, which allows you open the file with your Email client as a Contact or Save the File to your computer.
Selecting Copy Link to Clipboard from the Contact Operations menu displays theCopy Contact Link dialog, illustrated below, which allows you to copy a Contact’s information to the Windows Clipboard.
Simply click OK to copy the URL within the dialog to link back to the Contact.
When editing a Contact’s information, a Contact Operations menu becomes available, as shown in the illustration below
- Select one of the following available options for use when working with an individual Contact. Add Task, Add Process Flow, Add To Projects, Send E-mail, Call from Mobile, Export Contact and Copy Link to Clipboard.