The Contacts advanced search is in the navigation menu under Search on the left side of the Ready Apprentice Dashboard.
Use the Add Filter drop down menu on the left of the dashboard to filter the Contacts data.
Use the Export button on the right of the dashboard to export filtered lists of Contacts data. If no checkboxes are selected, it will export the entire list of Contacts data.
Use the Actions button to perform bulk actions against the Contacts data. Select the Contacts data you want with the checkboxes on the left of the dashboard. If no checkboxes are selected, it will action the entire table of Contacts data.
The below actions can be performed on Contacts data;
- Print Contacts
- Assign To
- Reset
- Invalidate
- Add Filenotes
If the checkboxes are left blank, the action will be performed on all found records in the search.