thankQ Help

Following instructions in this manual you will able to:

•Log into thankQ and select to use the live or the training database.

•Navigate the thankQ Main Menu.

•Change your Password.

•Understand what Panels are used for.

•Create and Manage Contacts.

•Manage Contact Relationships.

•Add Contacts to a Household (same mailing address).

•Manage Contact’s Additional Addresses.

•Manage Mailing Preferences with subscribes and unsubscribes.

•Create and Manage Groups like Mailing Lists and Committees.

•Manage Contact Profiles to capture relevant information.

•Send and log Letters to Contacts.

•Send an Email to a Contact record and log in thankQ.

•Create and Manage Communications such as Notes and Attachments.

•Get an understanding of Mail Manager which is used for Bulk Mailing.

•Create and Manage Actions to set reminders to yourself or other users.

•Create and Save Searches to locate information recorded in thankQ.

•Create Basic Reports for contacts.

•Create a Biography report for a selected contact.

•Create a Summary Report for a selected contact.