People: Actions

Below is an overview of how to use Actions in the People View.

Please Note: Group actions can not be performed on lists of people over 1000. In order for the select check box to appear Users must filter their people results down to under 1000 records.

1. Select a Person by clicking the check box next to their name. An action menu will appear.
Action options are: Show Columns, Save Settings, Add to Project, Add Note, Email and Merge

Add to Project
Add selected people to a Project

Add Note
Add a note to selected people. Customize the note with Templates or Type. 

Send an email to your selected people. You can customize with a Template type.

Select two people and click "merge" to merge two people records into one. 

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