Contacts Tab

Contacts Tab

The Contacts tab contains information about the Contact records (that is, reminders and ticklers) associated with a specific Fund. You can add an unlimited number of Contacts to each Fund record, as described in Creating a Contact/Tickle.

Contacts Tab

Filtering and Search Options

You can apply different Contact views to the data grid in the tab.

You can also Search By the following criteria. The Contacts listed will be sorted by the one you select:

• Tickle Date

• Sort Name

• Action Date

• Contact Date

• ID Code

• Staff

The Find Record option allows you to enter text and find Contacts with matching text.