Contacts Tab
The Contacts tab controls individual contacts and which contact list they join. It consists of ten screens:
View all Contacts - view/search for contacts...
Tue, Aug 1, 2017 at 1:51 PM
Find the View All Contacts subtab under the Contacts tab. Search, select, add, edit, and delete all contacts across the current reward program and locat...
Tue, Aug 1, 2017 at 2:17 PM
Find the Search Contacts subtab under the Contacts tab. NOTE - This feature has seen some revisions, so the video doesn't completely match the curr...
Tue, Aug 1, 2017 at 5:35 PM
Find the Add A Contact subtab under the Contacts tab. Permits employees, managers and business owners to add a contact to the current reward progam by-p...
Tue, Aug 1, 2017 at 5:33 PM
Find the Importing Contacts From a File subtab under the Contacts tab. Outlines the steps to import a contacts from an external file. NOTE - Import...
Tue, Aug 1, 2017 at 6:06 PM
Find the Import Contacts From a File subtab under the Contacts tab. The imported contacts log is a snapshot of completed contact imports or current impo...
Tue, Aug 1, 2017 at 6:13 PM
Find the Export Contacts to a File subtab under the Contacts tab. This screen exports contacts to an external file on your computer. Contacts -> ...
Tue, Aug 1, 2017 at 6:50 PM
Find the Remove Contacts subtab under the Contacts tab. At times, you may need to remove a contact from the system (for example when their email address...
Tue, Aug 1, 2017 at 6:56 PM
Find the Move to New List subtab under the Contacts tab. Moves a contact to another contact list. Contacts -> Move to a New List Click the imag...
Tue, Aug 1, 2017 at 7:37 PM