The Contact and Group menus offer things you can do with either the selected contact or the entire Current Group.
Contact menu
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Group menu
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Contact Menu items
Schedule Task
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Same as the button on the Tasks Tab.
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Log History
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Same as the button on the History Tab.
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Send an email using (Default Email Program)
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Opens your email and addresses a blank email message to the selected contact. You can also do this by clicking on the email address on the Name & Address Bar.
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Send Contact to (Default Email Program)
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Sends this contact’s Address information to default email program.
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Call
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Allows you to use your dial your phone through your computer (if you have it hooked up that way), or log a Call you made. You can also do this by clicking on the phone number on the Name & Address Bar.
Read More > User Interface Tab
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Add Referrals
Read More > Add Referrals
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Brings up a table for you to add referrals from the contact you currently have selected.
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View Magnified Address Window
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Shows the contact’s name and address in a larger, separate box
Shortcut key: F12
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View Organization Info
Read More > View Organization Info
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Shows you your organization's information about this donor, such as Donor ID#, address and phone your ministry has for this donor. Also shows other contact IDs associated with this contact.
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View Details
Read More > View Details
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Shows details of this contact's giving history and other details.
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Cancel Changes
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You can undo some changes; however, when you select another contact, all the changes you made to the previous contact are saved and cannot be canceled or undone.
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Edit Contact
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Same as pressing the button: Brings up the name and address box for the selected contact.
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New Contact
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Same as pressing the button: Opens a blank name and address box for you to add a new contact.
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Delete Contact
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Deletes the selected contact from your database. This will permanently remove this contact from your database, along with all gifts, tasks, and history associated with this contact. This is not reversible except by restoring a backup copy of your database.
Read More > Deleting Contacts
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Navigation
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You can move up and down your list of contacts using your arrow keys or scroll bar. But for those who prefer using their keyboard:
Ctrl+PgUp (or Ctrl+Home) takes you to the first contact.
Ctrl+PgDn (or Ctrl+End) takes you to the last contact.
PgUp and PgDn take you up and down one screen at a time.
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Group Menu items
All menu items perform these tasks simultaneously for all members of the Current Group.
Schedule Task (for all Contacts in the Current Group)
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Schedule a task for all members of the current group. (In practice, this would happen very rarely.)
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Log History (for all Contacts in the Current Group)
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The same as Log History found in several other locations. This is commonly used, such as logging when you send a newsletter or a support letter.
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Send Email (to all Contacts in the Current Group)
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Opens your email software and addresses a blank email message to all contacts in the Saved Group.
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Send to (Default Email Program)
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Sends the entire group to default contact manager.
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Change a Field (for all Contacts in the Current Group)
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Group field change allows you to quickly change any field for all members of the Current Group.
Read More > Tutorial: Change a Field (for all Contacts in the Current Group)
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Permanently Delete (all Contacts in the Current Group)
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Will delete all members of the Current Group from your database, including all of their gifts, tasks, and history. Requires confirmation.
Read More > Deleting Contacts
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