.png)
View Historical Contacts for a List/Committee
You may need to review contacts that were previously active on a list, but have been deactivated. 1. For the desired list, click the **Contacts** tab. ![screenshot][1] 2. Click the Customize Filter ![][2] button. 3. Enable the **Include Historical Contacts** option. ![screenshot][3] 4. Click **Done**. Th…
Add Resources Viewable by the Member and Staff Only to the Info Hub
On the **My Files** tab within **Resources** members may upload files that are only visible to them, and the association staff. Once uploaded to **My Files**, the documents will also be displayed in the back-office, on the member's **Files** tab. 1. Click **Resources** in the left-hand navigation panel. ![][1] …
View or Edit Contacts on a List/Committee
You may view and/or add contacts to a List/Committee on the **Contacts** tab. **NOTE:** You can also add individual members to the list/committees from their contact page. ## View Contacts on a List/Committee 1. Click **Lists/Committee** in the Navigation Panel. A list of the lists/committees currently configured …
Add a Contact to a List/Committee
While it is possible to add contacts in bulk to a list- either via report results or by importing a list- sometimes you may need to manually add a contact or contacts to a list/committee. You can do this either via the list/committee itself or on the Profile tab of the contact record. ## Add a Contact to a List/Commi…
Import Contacts
The **Import Contacts** module allows you to easily import individuals to your database from a source file (csv, xlxs or similar type file). **This is an add-on module. If you are interested in purchasing please reach out to [email protected].** When you create the file a header row is not required, however, …
Import Contacts to a List/Committee
Through import functionality, you can import a file containing the contacts that you wish to add to a list roster. If contacts already exist in your database, the system will match them, if the contacts do not exist, the system will create a new contact. To import a list, start with .csv, .xls, or .xlsx file with colu…
