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Quick Search........................................................................................................................... 18 Advanced Search ................................................................................................................... 19 EXPORT WIZARD ..................................................................................................................... 20 IMPORT WIZARD ...................................................................................................................... 23 FILTER MANAGEMENT ........................................................................................................... 25 What is a filter? ............................................................................................................................. 25 Filter Management .................................................................................................................... 25 Filter Management and Counts Screen ..................................................................................... 25 Counts ....................................................................................................................................... 26 Filter Builder Screen ................................................................................................................. 26 Create New Filter, Revise or Copy Filter ................................................................................. 26 Detailed Mode ........................................................................................................................... 28 Result Panel .............................................................................................................................. 29 Action Lists.................................................................................................................................... 32 THE REPORT WIZARD ............................................................................................................. 33 Report Management .................................................................................................................. 34 CALENDAR ACTIVITIES .......................................................................................................... 36 Calendar Overview ................................................................................................................... 36 Event Types .............................................................................................................................. 36 Reminders ................................................................................................................................. 36 Journal and Communication Log .............................................................................................. 38 INSPECT DUPLICATE ACCOUNTS......................................................................................... 39 MANAGING AN E-MAIL BROADCAST ................................................................................. 41 Campaign Management Screen ................................................................................................ 41 E-mail Options .......................................................................................................................... 41 SENDING E-MAIL BROADCASTS........................................................................................... 42 Preparing an E-mail Campaign ................................................................................................. 42 Define E-mail Header ........................................................................................................... 42 Select Recipients ................................................................................................................... 42 E-mail Message Body ........................................................................................................... 43 Attachments .......................................................................................................................... 44 Preferences ............................................................................................................................ 44 HTML Tracking ........................................................................................................................ 45 Submission Options .................................................................................................................. 45 Delivery Schedule ..................................................................................................................... 45 MANAGING A FAX BLAST ...................................................................................................... 46 Campaign Management Screen ................................................................................................ 46 SENDING FAX BROADCASTS................................................................................................. 47 Preparing a Fax Blast ................................................................................................................ 47 Define Fax Header .................................................................................................................... 47 Select Recipients ....................................................................................................................... 47 Fax Body Files .......................................................................................................................... 48 Opt-Out ..................................................................................................................................... 49 Transmission Options ............................................................................................................... 49 Submission Options .................................................................................................................. 49 Delivery Schedule ..................................................................................................................... 50 Page 3 of 55
