Frequently Asked Questions
- Delete a Note
- Prioritizing Contacts
- Respond to a Text Message
- How Do I CC or BCC Someone on My Emails?
- How Do I Exclude People from a Search?
- How Do I Delete Contacts?
- How Do I Edit or Delete a Tag?
- How Do I Bulk Apply Tags to My Contacts?
- How Do I Add Tags to Contacts?
- Can I Send an Email with an Attachment?
- How Do I Take a Bulk Action on Contacts on a List?
- How Do I Manually Add Contacts to My Database?
- Manually Log a Contribution
- Customizing Your Salutation Formats
- How Do I Edit the Name of a List?
- How Do I Remove a User from My Account?
- Adding Merge Tags to Email and Text Message Templates
- How Do I Add a Salutation?
- Customizing the Ask Amount
- How Do I Log Calls?
- Custom Commitment Types
- How Do I Log a Pledge to Donate?
- How Do I Log Commitments?
- Adding an NGP Contact ID to a Contact
- How Do I Add a Bio to a Contact?
- How Do I Export Contacts?
- Jumping to a Team Member
- How Do I Leave a Pre-Recorded Voicemail?
- How Do I Delete or Edit a Logged Call?
- How Do I Keep Track of My Dialer Minutes?