Click any of the Green Links below to view instructions.

Action Plans

Check for Updates

Contact List Manager Features

Convert Documents to PDF Format

Create a New Group in Contact List Manager

Create Email Documents

Create Filters

Create Journal Entries

Create Links to Contact Records

Create New Contact Record

Create Reports

Create Scripts

Create WebSite Shortcut

Customize Views

Delete Record

Drag and Drop Contacts

Duplicate a Document

Edit Documents

Edit Charts

Email Documents

Email Reports

Filter Contacts by List

Import ACT! Data

Import Contacts

Import Calyx Point Data

Import Microsoft Outlook Data

Import Different File Formats

Insert Record

Modifying Contacts List

Merge Contact Records

Open your LOS from a loan file

Plan Management

Plan Processing

Print Reports

Programming Documents

Recurring Events

Run Scripts

Save View

Schedule Tasks

Send Email

Send Email to Multiple Contacts

Setup Options

Task Editor

Undock areas of WorkCenter

Use help button

What are those buttons for?

View Loan History

View Loan Status Dates

View All Vendors Associated with Contact Loan Records

Video Console