Import Additional Unit Views
Views allow you to display the information of your choice selected from the available profile fields in a format that allows for further customization (such as sorting, filtering, etc.) and allows you to print.
- Under the
Contacts button on the main toolbar, select Unit (or from the Unit menu, select Unit List).
- From the unit list toolbar, select
View Options, then 
Import. - Choose a view then click
OK .
Tips:
- To add additional columns to the view, click
Column Chooser. Drag and drop desired fields onto the current view. To hide any columns, right-click on the column header and select Hide This Column. - To sort by a specific column, click on the column header to be sorted by. Or, to filter by a specific column, hover over the column header. Click
and choose your filter criteria. See Contact List Filters & Column Sort for more information. - To clear filters, click
Clear Filters. - To delete a view you no longer need or one that has been duplicated, from the view drop-down, select the view to be deleted. Then, from the View Options menu, select Delete. Click Yes to confirm deletion.
To print the current view as a report, from the unit list toolbar, click 
Print, then select View from the drop-down options. From the preview window, click 
to print (or 
to export as a pdf).
- Click the checkboxes next to the names to be selected (or the checkbox column header to select all).
- From the unit list toolbar, select
Print, then Mailing Labels or Single Label from the drop-down options. - From the Mailing Label Options form, select the following options Label Type, Use Name, and Font, then click OK .
See Print Mailing Labels for more information.
- From the Filter sidebar, under the Email drop-down, select Has Email.
- Select the checkboxes next to the names to be selected (or the checkbox column header to select all).
- From the unit list toolbar, click
Email to launch the message. - Add a Subject, and select CC me to ensure you receive a copy of the email.
- After composing the email, click
.
A copy of each email message will be added to your email provider's Sent folder. Each recipient will have an event added to their Contact Log indicating that an email message was sent. To view, open their profile and click on the Contact Log tab. See Send an Email Message for additional information.