Quick Help

Where are my Contacts? *
Find contacts from your Manage Screen You can find your Contacts by clicking on Manage from the Menu Bar. The Manage page will default to showing y...
Fri, Mar 28, 2025 at 10:08 AM
How do I find a specific Contact? *
Search contacts from your Manage Screen You can search for specific Contacts by clicking on Search at the top right of the Manage Contacts page. Yo...
Fri, Mar 28, 2025 at 10:10 AM
How do I see all Contacts that share a Name, Phone, Email, Member Number, or Group? *
Filter contacts from your Manage Screen You can Filter Contacts by clicking on Filter at the top of the Manage Contacts page. You can filter by Name, ...
Fri, Mar 28, 2025 at 10:12 AM
How Do I See My Contacts' Details? *
See Contact Detail Drawer from your Manage Screen You can see a Contact's details by clicking on their name in the Manage page. Scroll down to see...
Wed, Mar 26, 2025 at 12:06 PM
How do I Export my Contacts into a Spreadsheet? *
Export Contacts from your Manage Screen You can Export all Contacts by clicking on Export at the top right of the Manage Contacts page.  You...
Fri, Apr 11, 2025 at 5:37 PM
Where Are My Groups? *
Find Groups from your Manage Screen You can find your Groups by clicking on Manage from the Menu Bar. Then click on Groups at the top to see all of y...
Wed, Mar 26, 2025 at 12:13 PM
What are Groups? ***
Groups allow you to target Messages to certain Contact sets Groups are pre-set subsets of your Contacts list. They can be defaulted to certain Members...
Fri, May 16, 2025 at 2:56 PM
How do I find a specific Group? *
Search Groups from your Manage Screen You can search for specific Contacts by clicking on Search at the top right of the Groups page. You can Searc...
Wed, Mar 26, 2025 at 11:34 AM
How Do I Change a Group's Details? *
Change Group Information  From the Groups page on the Manage screen, you can click on a Group Name to open the Group Detail Drawer. In there, you can ...
Wed, Mar 26, 2025 at 11:37 AM
How do I add a link to a Document in my Message?
Link a File in a Message From your Message Draft: 1. Click on the text or button that should link to the file you're adding 2. Under Contact...
Mon, Feb 3, 2025 at 11:20 AM