From any of the dropdown lists (also known as a picklist) click on the arrow in the drop down box and click on <New/Edit>.  At the top of the...

From any of the dropdown lists (also known as a picklist) click on the arrow in the drop down box and click on <New/Edit>.  You can edit any ...

Yes, click on the up and down arrows of the drop down box and click on <New/Edit> to open the list editor.   Find the value that you want to re-order ...

Categories are classifications that you can assign to any constituent. These categories can include things like board members, committee members, special co...

Yes. To modify the categories list, click on the Pencil & Paper (edit) icon next to the Categories label from any constituent profile page.   In ...

You can add a constituent to a constituent category by opening their record and selecting the category in the white space under Category. If you ne...

Email lists are lists of constituents and their email addresses that are used to send emails using the Email Marketing module. An email list is typically a ...

You can add and edit email lists from a constituent's profile page, but it is recommended to manage lists from the Email Marketing Contacts page since t...

You can edit the email lists a constituent is subscribed to from the profile page by clicking the the white space and choosing an email list to subscribe to...

Yes, on a company profile will be a grid titled “Company Contacts” with a list of all employees of that company.