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Contacts

  • Exporting a Filtered Contact Group

    You may further filter an export file to include specific members of a Contact Group.  These files are standard for most spreadsheet programs, such as Microsoft Excel.  This feature allows you to shar...

  • Exporting Contacts

    You have option to export a list of contacts as a CSV file. These files are standard for most spreadsheet programs, such as Microsoft Excel.  This feature allows you to share your ClubRunner created c...

  • Importing Contacts

    You have option to import a list of contacts from a CSV file. These files are standard for most spreadsheet programs, such as Microsoft Excel.  This feature allows you to easily import an existing lis...

  • Sending Bulletins to a Custom Group

    If you have an access level of 60 or higher you may send bulletins to your contact groups, by following the steps below. 1.  In Step 2 on the Send a Bulletin page you may select the recipients of the ...

  • Sending Email to a Contact Group

    If you have an access level of 50 or higher you may use contact groups when composing an email message. 1. In Step 1 on the Create Email page you will see Contact Groups in the list of email recipient...

  • Delete a Custom Contact Group

    Deleting a group does not remove the members of that group from your contacts list. When a contacts group is deleted any members assigned to that group are unassigned from it. Note: If you delete all ...

  • Create a New Custom Contact Group

    With custom groups, you can organize non-member contacts in ways that are most effective for your specific needs. For example, your club may wish to have a contact group that includes all your local m...

  • System Contact Groups and Custom Contact Groups

    System Groups The use of contact groups allows you to organize your non-member contacts into lists reflecting their role in the life of your club. The module includes a number of pre-generated groups....

  • Deleting a Contact

    When a contact is no longer needed, you may delete it from your Contacts list using the following process. Note: Contacts within System groups cannot be deleted due to it affecting other modules (ex: ...

  • Edit a Contact's Personal Information

    When you add a contact to your contacts list, a profile page for that contact is automatically generated. Through this profile page you can edit the contact's information and privacy settings. You can...