Begin by determining whether if this is the primary email address for the constituent.  If the new email is the primary email address and you would...

Begin by determining whether if this is the primary email address for the constituent. If it is the primary email address, and you would like to save this o...

Before adding a profile picture, the profile must be saved with some basic information such as First and Last Name. Once a profile is created, you can click...

There are many fields within the software that allow you to choose from multiple options, these are called picklists or dropdown lists. Most lists are a sin...

Yes, you can edit the list or delete unused items from the list. From any constituent record, locate the dropdown lists (also known as a picklist) and click...

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-...

A constituent category is a way to group together constituents who have similar attributes. Categories can be used to quickly identify these groups for repo...

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 used to send emails using the Email Marketing module. An email list is typically a segmented group of constituents that will receive a speci...