Use this facility to filter contacts for a number of purposes. For example, you may only want one salesperson’s contacts, or contacts that live in a particular suburb, or whom belong to a particular category or contact group.

The results can then be merged with a mail merge template.

1.       Click on the Contacts Function/Menu button.

2.       Click on the Advanced Search button.

3.       The Contact Advanced Search screen will be displayed.

4.       Enter your search criteria.

5.       You may nominate any number of fields for inclusion as you wish, for example; select one

salesperson from the Staff drop down list, then select Sign from the Lead Source drop down list. The results will display any contact  belonging to the salesperson selected as well as having a lead source of Sign.

The search results option allow you to determine if your entered search criteria needs to override the previous search results (if any) or whether it should append the current search records to the previously searched records.

1.       Select the Replace current results option button, if you want to perform a brand new search

and replace any previously searched contacts.

2.       Select the Merge current results option button, if you want to add your new search results to

a previously searched result.

3.       Click on the OK button, to preview your results, alternatively click on the Cancel button to

cancel the search.

Use this feature to export the results into an Excel® spreadsheet for editing or printing, once the results are displayed;

1.       Click on the Actions button.

2.       Select the Export to Excel option.

3.       Select the appropriate folder to save the spreadsheet in and rename if required.

This facility allows you to Mail Merge the search results that are displayed in the Grid List.

1.       In the Grid List, click the records to be appended to the mailing list. To select multiple sequential

records click on the first record then hold down the <Shift> key and click on the last record. Alternatively to select non-sequential records click on the first record then hold down the <Ctrl> key while clicking on other records.

2.       Click on Tools.

3.       Select Mail Merge…

4.       The Mail Merge Wizard Active Window will be displayed.

5.       The Contact Type Drop Down List will default to Contact.

6.       Click on the  button in the Document field, and then Browse to the document.

7.       Select the appropriate Option Button. See below:

8.       Select the Merge to Printer Option button to merge the document directly to the printer.

9.       Click on the Next> Button.

10.     Should you wish to exclude any of the recipients from the Merge, deselect the Include Check

Box alongside the respective recipients. Alternatively use the Select All button to ensure all recipients remain on the list or use the Select None button if you would like to add recipients one at a time.

11.     Select the Preview… button to preview the Mail Merge Document, or click on the Finish button

to Merge and Print the document.

12.     Select the New Word Document Option button to merge the document into a new Word®

document to allow any necessary editing to the document prior to printing.

13.     Click on the Next> Button.

14.     Should you wish to exclude any of the recipients from the Merge, deselect the Include Check

Box alongside the respective recipients. Alternatively use the Select All button to ensure all recipients remain on the list or use the Select None button if you would like to add recipients one at a time.

15.     Select the Preview… button to preview the Mail Merge Document, or

16.     Click on the Finish Button.

1.       Select the E-mail Option button.

2.       Click on the Next> Button.

3.       Should you wish to exclude any of the recipients from the E-mail, deselect the Include Check

Box alongside the respective recipients. Alternatively use the Select All button to ensure all recipients remain on the list or use the Select None button if you would like to add recipients one at a time. Note that the default selection to Include each contact on the mailing list will depend on their Privacy settings, if the Accepts Email checkbox is on the contact will default to Include in the email. If the Accepts Email checkbox is off the contact will default to exclude in the email. In either case this selection may be altered.

4.       Select the Preview… button to preview the Mail Merge Document, or

5.       Click on the Finish Button.

6.       Enter a Subject Line.

7.       Select the HTML Option button to send the e-mail document as HTML (the document will be sent

as part of the body of the e-mail).

8.       Select the Attachment Option button to send the e-mail document as an Attachment.

9.       Click on the Finish button.

10.     The system will place the outgoing e-mail into the Outbox in Microsoft Outlook®.