How to use Contact tools

There are a number of Tools available to make using Contacts easier and allow for handling Contact actions in bulk.

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Bulk Add Contact Tags

A useful tool when applying obligations or creating statements is the ability to “filter” your Contacts using Tags.

You can add Contact Tags to multiple contacts at once using the Bulk Add Contact Tags… tool.

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Click the Contacts icon on the toolbar.

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Click Tools, and a drop-down menu will appear.

Choose Bulk Add Contact Tags….

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Click Select all (you can deselect any contacts you don’t want to include or hold shift to select a range)

Select the contact tag(s) you would like to add or click +Add to add new tags.

Then click Add Contact Tags. (The number that appears in the Add Contact Tags button refers to the number of contacts that tags are being added to.)

NOTE: Tags can be added to a maximum of 150 contacts at a time. Repeat the process to add tags to the remaining contacts.

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Bulk Activity Account Setup

You can track how much you’ve paid people and/or how much they’ve paid you using Activity Accounts.

Activity Accounts can be added to multiple contacts at once using the Bulk Activity Account Setup…

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Click the Contacts icon on the toolbar.

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Click Tools, and a drop-down menu will appear. 

Choose Bulk Activity Account Setup…

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Click Select All (you can deselect any contacts you don’t want to include or hold shift to select a range)

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Next, select the Activity Account(s) you wish to add by clicking the box(es).

Click Create Activity Accounts (The number that appears in the Create Activity Accounts button refers to the number of contacts that Activity Accounts are being created for.)

NOTE: Activity Accounts can be added to a maximum of 150 contacts at a time. Repeat the process to add Activity Accounts to the remaining contacts.

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Bulk Apply Obligations

After you have set up an Obligation Template, you can apply it to multiple contacts at once using the Bulk Apply Obligations… tool.

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Click the Contacts icon on the toolbar.

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Click Tools to bring up the drop-down menu.

Choose Bulk Apply Obligations…

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Select an activity account template.

If you’ve added tags to your contacts, you can filter by tag to add Obligation Templates to different groups of contacts. Click on Show Contact Filters. Under Filter by Contact Tag, click the box next to the tag(s) for the group you want to apply Obligation Templates to.

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Click Select all (you can deselect any contacts you don’t want to include or hold shift to select a range)

Using the drop-down arrow next to Obligation Template, choose the template you want to use. 

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When the details of the Obligation Template appear, click Apply. (The number that appears in the Apply button refers to the number of contacts receiving the obligation.)

NOTE: Obligations can be added to a maximum of 150 contacts at a time. Repeat the process to add Obligations to the remaining contacts.

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Bulk Email & Bulk Download Statements

If your Contact information is set up to include an email address, you can send statements out to multiple contacts at once via email using Bulk Email Statements. If you have a number of Contacts that you need to mail or physically give a statement to, you can use Bulk Download Statements.

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Click the Contacts icon on the toolbar.

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Choose Bulk Email Statements… or Bulk Download Statements from the Tools drop-down menu.

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Select the Activity Account, the Date Range, and check the box to Show only contacts with non-zero Amount Due.

Once again, if needed, you can filter your Contacts by contact tags.

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Click Select All (you can deselect any contacts you don’t want to include or hold shift to select a range) 

Click Edit Statement Message to choose a template and prepare the message that will be on the statements.

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Once the statement message has been created, click Save & Send or Save & Download PDF.

(The number that appears in the Save & Send button refers to the number of contacts that are being emailed statements.)

NOTE: Statements can be emailed to or downloaded for a maximum of 150 contacts at a time. Repeat the process to email statements to or download for the remaining contacts.

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Note: When emailing statements in bulk, contacts with multiple email addresses listed will be emailed to the contact’s default email.

Note: Emails will come from the email used to log in to your MoneyMinder account. You will have the option of receiving a copy of each email to that address. Undeliverable emails will appear in your MoneyMinder Inbox.