Go to the Contact workspace. Everything we do with Address and Salutation Checking will happen here. Who To Run It On Select the Filters needed for the group of people you want to run Address and Salutation Checking on. The first Filter you will ...
The Detail Tab The Detail tab uses cards to provide details about the entity. Its contents vary depending on the entity type that you have selected In most cases, it uses the following cards: Addresses Card Displays the entity's addresses and ...
Whoever owns a Custom Report will be able to see that report in their My Reports tab of the Reports Workspace. You can change the ownership of a Custom Report so another person can access it from their My Reports tab: Find the report in the Report ...
To Add a New Address to a Household Go to the Contacts workspace. Click the Households button. Type the name of the Household into the search bar and hit enter. Click the name of the Household to open the record. Click on the Details tab. Find the ...
How to Make Corrections to a Household’s Address Go to the Contacts workspace. Click the Households button. Type the name of the Household into the search bar and hit enter. Click the name of the Household to open the record. Click on the Details ...