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thankQ Help

The options available will depend on the access rights of each user.

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Search

ContactSearchMenu

Display All Contacts

This option will give you access to all the clients on the database. The record selector at the bottom of the screen can be used to go to the next record

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Power Search

This option will take you to the Power Search form where you can select preset search statements

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Select Active Excel Data

This option, if you have an excel spreadsheet open and highlight the serial numbers, those contacts open in thankQ

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Select Serial Numbers from Clipboard

This option will open in thankQ any valid contact serial numbers that you have copied into the clipboard.

Admin - Only Available with Contact Admin access right

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Merge Contacts

This option will merge two records that are duplicates into one record.

Delete Contact

This option is used if a contact has been created by mistake. The contact cannot be deleted if there is any information such as financials etc associated to it.

It is recommended to Archive any contact records no longer required on the database.



Global Update

This option is used to update the selected contact records field information. There is no undo for this feature. Make sure you select the correct records.

Global Update – Letter Salutation

This option will reset the Letter Salutation found under the Communication module on the Salutation panel on the selected contact’s records to the default set under lookup values.

Global Update – Envelope Salutation

This option will reset the Envelope Salutation found under the Communication module on the Salutation panel on the selected contact’s records to the default set under lookup values.

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Copy

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Copy Address to Clipboard

These options can also be found under the Cog of the Address panel.

Selecting one of these options will copy the address to the clipboard and you can then paste that information into another application eg Word, Notepad etc.

 

Archive

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Archive Contacts

Contacts can be Archived individually or by a selection, which will place them into an archive database. All financials will be left in the live database for reporting purposes.

Contacts can also be unarchived which will place them back into the live database.

Contacts Queued for Archive is part of Automation.

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Data View

This option will display the contact record with their information under each module.

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Table View

This option will display the selected contact records in table view.

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Create

This option will create a New Contact.

Edit

This option allows you to edit Contact details by way a form.

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Search Mode

This option changes the form yellow and allows you to search on any field in the contact record.

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Report

This option allows you to create and run Reports.

Write

This option allows you to write to the selected contacts.