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Use this report to export the data you need for a printed directory. You can narrow your results to the contacts you need using the Contact Type and Directory filters.

Save the report to reuse next year with no additional work.

Tip: If this is an annual (or more frequent task), be sure to save the report to reuse next year with no additional work.

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Watch this video, then use the 3 three flows below for step-by-step instructions on how to accomplish this idea. https://vimeo.com/766100869

Add your board members to a committee and use the committee’s email address for easy-tracked communication for sharing meeting agendas.

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Use the links below for in-app guides that will walk you through the steps in your database.

Lists/Committees Overview

Add Contacts to a List

Send list an email

Use Tags to Track and Communicate with Specific Members

Idea: Tag businesses that will be affected by a summer road construction project to make it easy to share updates and advocate for your members with construction officials.

Use the links below for in-app guides that will walk you through the steps in your database.

Tags Overview

Adding Tags