This FAQ will guide you through the options available in the Addresses List View. When you pull up a list of contacts in the Addresses List View you can select one or multiple contacts from the results. If you R-Click on the contacts selected. You have the ability to: 1. Mark Record – Allows you to mark contacts and pull …
How to Restore Address Cards
Step 1 Open the Addresses Module. Step 2 Click on List View. Step 3 Once in List View, for the State field, select Archived or Deleted. Step 4 Once you’ve selected the appropriate State, type in the name of the Contact you’re trying to retrieve and click on Apply & Refresh. Step 5 Find your contact in the displayed results …
How to Remove or Merge Duplicate Address Records
Step 1 Select the “Search” (magnifying glass) button from the tool bar or the Tools menu. The Search window will appear on your screen. Click on the Addresses tab, if it is not already selected (1). From the “Report” field at the left of the window, choose “Duplicate Names” from the drop-down list (2). Click the “Search” button on the right side of the window. A list …
How to Clean Up Addresses
Step 1 Go to the Addresses Module > List View. Step 2 Leave the Title box blank but select the Category from the dropdown list that you want to clean up Addresses for (1), or leave blank to view all of your Contacts. Click the Apply and Refresh button. (2) Step 3 Sort the results by the Last Modified column. (Sort …