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Once this information is stored, a list of contacts can be generated according to the category and/or events/mailings they are subscribed to - and subsequently letters/e-mails can be created for them or the list can be exported to Microsoft Excel
It is also possible to store employment details for a contact, including their current employment, business interests and contact relationships
Subscribing an individual contact to mailings/events (& opting out)
1. Access contact record |  Image Removed Image Added |
2. Categories & Mailings screen The content of this screen is dependent on your company's configuration  |
3. Mailings From the Mailing Subscriptions panel: Tick options to subscribe the contact to relevant mailings
After selecting an option, a prompt is displayed
Click Yes
Hovering over any subscription shows when/who subscribed the contact
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4. Events From the Event Subscriptions panel: Tick options to subscribe the contact to relevant events
After selecting an option, a prompt is displayed, as shown in step 3
Click Address to choose which of the contact addresses to send to, including E-mail
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5. Opting a contact out Opting a contact out of a mailing or event should be done as follows Hover over the relevant mailing/event: Click Opt out
A prompt is displayed
Click Yes
The date the contact was opted out is displayed on screen, hovering over it shows when/who did this action
|  Image Removed Image Added  Image Removed | 6. Employment  Image Added |
Adding employment details
employment Employment screen allows you to store information on |
the client’s a contact’s current employment, business interests and contact relationships  Image ModifiedDisplays details of the contact’s current employment | Expand |
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| title | Click here for more information |
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| - When no details have been added, click Enter employer details and select Pick company record
This allows the company to be selected from the companies list (or a new one added) |
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Image Removed Image Added- Complete all other known details, such as job title - Enter any Employment Notes in the panel below - If the client’s employment details change, click the company name and select Clear company record
This allows a new company record to be added (as shown above) along with the option to store the previous details as employment history in the contact journal |
If the contact has business interests with any other company stored in your database, this can be recorded here | Expand |
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| title | Click here for more information |
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| - Click  then search for the required company - Double-click to add the company as a business interest
If the company isn’t in the list, they need to be added to your database
To do this, click Universal Search, then Advanced Search then Company Search - search for the required company and click Add (if not found)  Image Modified- Click Select and pick the appropriate type from the list - Hovering over the icon to the right of the company allow you to view company details
(and remove the company as an interest) |
If the contact has relationships with any other contact stored in your database, this can be recorded here | Expand |
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| title | Click here for more information |
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| - Click then search for the required contact - Double-click to add the contact as a relationship
If the contact isn’t in the list, they need to be added to your database
To do this, click Universal Search, then Advanced Search then Contact Search - search for the required contact and click Add (if not found)  Image Modified- Click Select and pick the appropriate type from the list - Hovering over the icon to the right of the contact allow you to view contact details
(and remove the contact relationship) |
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Subscribing contacts to mailings/events in bulk
1. Accessing Advanced Search Subscribing contacts in bulk is done from the contact Advanced Search screen From the main menu |  |
2. Create list of contacts Filter options are used to get the list of contacts required  Use the filter options at the left of the screen to generate list of contacts
e.g. filter by Manager to get a list of contacts registered to a particular user
OR filter by Categories to generate a list according to the contact category
Click Search
Click Mailing Options (top left) and select Subscribe to mailings / events
The list of mailings/events is shown - see step 3
| Info |
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The Mailing Options menu also offers the option to Unsubscribe contacts |
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3. Select mailings / events |  |
4. Contacts subscribed All contacts in the list are now subscribed to the selected mailing/event |  |
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1. Access Advanced Search & filter list  Access contact Advanced Search (as outlined in step 1 of the previous section)
Use the filter options at the left of the screen to filter the list for your mailing or event
In this example, all contacts subscribed to the London Business Seminar event are displayed
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2. Export the list Use the print options to generate letters/emails for the selected contacts or to export to Excel To export to Excel: |  Image Removed Image Added |
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