Quick Help

How Do I Change a Saved Template?
You can Edit your Saved Templates From the Create & Send page, click on Saved Templates. Click Edit on any Saved Template and make any changes you l...
Fri, Jan 24, 2025 at 6:43 PM
How Do I Use a Shared Template?
NoteRouter has ready-made templates for you to use! There are two ways to start: 1. From your Message Draft, you can click on Actions on the top left, a...
Fri, Jan 24, 2025 at 7:00 PM
What are Nonmember Contacts
Contacts can be set as Members or Nonmembers You can see if a Contact is a Member or Nonmember at the top of their Contact Detail drawer. Active AM...
Mon, Feb 3, 2025 at 11:15 AM
AMS-Synced and Non AMS-Synced Contacts
How do I know if a Contact is AMS-Synced or uploaded manually? AMS-Synced Contacts come from your AMS (Association Management System) and are autom...
Mon, Feb 3, 2025 at 11:15 AM
Why Is My Topic Not Available To A Contact?
Topics can made available to Members or Nonmembers or both You can see if a Topic is available to Members or Nonmembers by Going to Manage Topics, ...
Mon, Feb 3, 2025 at 11:16 AM
How Do I Edit a Message Draft?
Edit Messages from the Create & Send Page from the Menu Bar From Drafts, click the Open button on an existing Draft to edit it.  Any change...
Mon, Feb 3, 2025 at 11:16 AM
How Do I Undo a Change in My Message?
You can use the History Tracker to undo changes in your Draft Messages  When editing a Draft, you can undo changes from the History Tracker located...
Mon, Feb 3, 2025 at 11:16 AM
How Do I Save a Message Draft?
All Changes to Message Drafts save automatically    You don't need to manually save your Message Drafts. Any changes will be automatically saved...
Mon, Feb 3, 2025 at 11:17 AM
How Do I Know What The Message Will Look Like?
You can Preview your Message to see what it will look like when sent   There are two places to Preview your Message.  1. Click on the Preview Ic...
Mon, Feb 3, 2025 at 11:17 AM
How Do I Send Myself a Draft of My Message? *
Send Draft emails from the Design and Preview screens From the Design page, click on the Send Draft icon that looks like an envelope. Enter t...
Tue, Apr 22, 2025 at 5:12 PM