Manage Contacts

Review different ways to efficiently manage your contacts.

How to Manage Contacts
On the Manage Contacts page, you have a number of ways to manage your contacts so that you can work efficiently. On the top section, you can see a numbe...
Sat, Aug 10, 2019 at 5:17 PM
Saving Contacts as Report
Saving your contacts as report helps you group your list especially when you have a huge number of contacts. Whether name the group as friends and family, H...
Thu, Mar 5, 2020 at 1:10 PM
How to Organize Contacts - Best Practices
We often get asked about the best way to organize your contacts.  Why does it matter?  Because whether you have a list of 100 or 10,000 contacts, it becomes...
Sat, Aug 10, 2019 at 6:43 PM
TouchPoints - Contact Management Reminders
Have you ever forgotten to connect with your contacts?  After awhile, you simply lose your relationship with them?  At that point in time, your client that ...
Wed, Jun 17, 2020 at 10:44 AM
Merging Contacts
This is a simple update that you can use Sparky for.  Send a command to Sparky to merge contacts.  For example, there are two contacts - Joe Smith and Josep...
Thu, Mar 5, 2020 at 1:13 PM
Mass Edit
Have you ever need to edit/update a group of contacts?  If so, you need to use Mass Edit.  It is a fast and easy way to update a number of contacts quickly ...
Thu, Jun 18, 2020 at 1:03 AM