The people > Tools toolbar 

People Tools button. Click on the Tools button to show the Tools toolbar.

TABLE OF CONTENTS

Tools toolbar


Make a Contact Inactive


Select your Contact and mark as Inactive

Merge button

Use the merge button to merge two contacts, usually when duplicates contacts have been loaded.

Copy button

Copy a Contact to create a new contact

Export button

Select your Contacts , Tools button > and then the Export button to export your selected contacts to a csv file.

Contact fields exported; First name, Last Name First name partner, Last Name partner , Known name, Company, Address, Email, Phone, Contact Notes and any Groups that the contact is in. 

Call Plan

Create a call plan for your Contacts more...

Labels


Use the Labels button to print mailing Address labels. This report will produce an Address labels PDF report. Two contact boxes are printed on each label;

The Address to box

and the Address box

Label size: 64mm × 33.8mm, 3 columns x 8 rows per sheet, 24 labels per page

The labels report is designed for the Avery White Addressing Labels

Avery White Address Laser Labels with Quick Peel™ Pop-up Edge™,

Avery product number: 959029

Software Code: L7159


How

Select to your list of Contacts that you want to print labels for then

Select the Tools button 

And Click on the Print Labels button

Notes

  • You can Filter or Search your Contacts first.
  • Select All Contacts by clicking in the check-box top left of your Contacts grid.
  • A Label will not Print if the Contact selected does not have an Address entered.


Groups

Use the Groups button to bulk Add or Remove people to and from Groups.

You can add individual people to your Groups but you can also bulk Add or Remove people from a Group 

Select your People and then click on the Tools button > then the Groups button more...