Contact menu

Group menu

Schedule Task

Same as the button on the Task tab.

Log History

Same as the button on the History tab.

Send an email using <Default Email Program>

Opens Outlook 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.

Send Contact to <Default Email Program>

Sends this contact’s Address information to default email program.

Call

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.

see also User Interface tab in Options

Add Referrals

Brings up a table for you to add referrals from the contact you currently have selected.

View Magnified Address Window

Shows the contact’s name and address in a larger, separate box (shortcut key: F12)

View (Org) Info

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.

View Details

Shows details of this contact's giving history and other details.

Cancel Changes

You can undo some changes; however, if you select another contact, all the changes you made to the previous contact are saved and cannot be cancelled or undone.

Edit Contact

Same as pressing the button: Brings up the name and address box for the selected contact.

New Contact

Same as pressing the button: Opens a blank name and address box for you to add a new contact.

Delete Contact

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.

for more information see Deleting Contacts

Navigation

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.

Schedule Task

The same as the Schedule button on the Task tab.

Log History

The same as Log History found in several other locations.

Send an email using <Default Email Program>

Opens Outlook 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.

Send to <Default Email Program>

Sends the entire group to default contact manager.

Change a field

Group field change allows you to quickly change any field for all members of the current group.

for more information see the Group Field Change tutorial.

Permanently Delete

Will delete all members of the current group from your database, including all of their gifts, tasks, and history. Requires confirmation.

for more information see Deleting Contacts