Contact Lists

You can display 4 contacts lists along the left side of the main screen. The lists provide easy access to many features, such as drag and drop.

To show and hide lists:

1.  Select View / Lists and select the list to show or hide, such as the Record, Campaign, Letters, and Activity Series lists.

2.  Press F8 to show or hide the campaigns, letters, or activity series lists

3.  Press F9 to show or hide the records list.

Contact Record List

The contact record list shows a list of all contacts in the database. Contacts names are color coded to indicate various conditions:

·      Blue – The contact is in a campaign or an activity series.

·      Grey – The contact’s mail status is set to Don’t Send Letters.

·      White – The contact is not in a campaign or activity series and the mail status is set to Send Letters.

The contacts list has the following features:

·      Search – Click in the contacts list and begin typing the last name of the contact. When the name is found in the list, double click on the name or press the Enter key to display the contact record.

·      Right Mouse Click – Right mouse click on contact to view the campaigns or activity series the person is in.

·      Double Click – Double click a contact to go to that person’s database record.

·      Drag and Drop – You can drag a contact from the list and drop it on other lists to perform various actions. Click the left mouse button on a contact in the list and hold it down while moving the mouse over an item in another list (e.g., campaigns list). Let go of the mouse button to drop the contact on the item desired.

o  Campaigns List – Add the contact to a campaign.

o  Letters and E-mail List – Send the person a letter or e-mail.

o  Activity Series – Add the contact to an activity series.

Campaigns, Letters and Activities Lists

The lists show campaigns, letters and e-mail, and activities series for contacts only. Double click on an item to edit it. You can selectively show one or more of the lists.