NoteRouter

Filter Groups from your Manage Screen You can Filter Groups by clicking on Filter at the top of the Manage Groups page. You can Filter by Name, or ...

NoteRouter pulls your Contacts and data from your Association Management System (AMS) OR from manually uploading Contacts.  NoteRouter pulls updates on ...

NoteRouter updates your information from your Association Management System (AMS) at various rates depending on the type of data. Contact Data (All A...

Filter by Columns on any page in NoteRouter You can Filter Columns by clicking on Filter at the top of the page where available (such as Contacts). ...

Searching in NoteRouter You can search in several Pages by clicking on Search at the top right of the page. You can search by most Columns in the Draf...

Import non-AMS-synced Contacts Into NoteRouter with a CSV File Create a CSV file with columns for the Contacts' First Name, Last Name, and Email ...

Add Multiple Contacts to a Group using the Grouping Tool From the Manage Groups page, click on Grouping Tool at the top right.   Choose the Gro...

The Grouping Tool Results  The Grouping Tool Results will show you: Contacts found in NoteRouter from your list Contacts added to the Group Conta...

Add one Contact to a Group at a time From the Manage Contacts page, click on a Contact's Name Scroll down until you see the list of Groups check...

Updating Group Mapping To update the default Contact Member Types that are Mapped to your Groups Click on Help from the menu bar, then click on Need...