Link on the Contacts Tab navigation bar that loads the Contact Manager All tab. The All tab shows all stored contacts with profiles. Visit the People list to see all contacts.

Link on the Contacts Tab navigation bar that loads a view of all external organizations stored in ShareVision.

Link on the Contacts Tab navigation bar that loads a view of the Employee Information list.

Link on the Contacts Tab navigation bar that loads a search box for finding people and organizations.

Link on the Contacts Tab navigation bar that launches a help wizard to guide users through adding a new person to their site.

Link on the Contacts Tab navigation bar that loads the Create a New User page.

Link on the Contacts Tab navigation bar that launches a wizard, which leads users through the steps of adding a new organization to the list of contacts.

Link on the Contacts Tab navigation bar that launches a mailing list export tool, which filters contacts by profile type (e.g., "get all Board Members") and exports retrieved addresses to a Microsoft Excel or Access spreadsheet. The Office files can remain linked to ShareVision and when saved can be uploaded back into ShareVision. All contact types except organizations and ShareVision users/staff are supported.

Link on the Contacts Tab navigation bar that loads a Datasheet view of the Profiles list. Used to bulk-edit mail and email addresses and add contacts to various email list groups for bulk messaging. Once entered, the information can then be exported out of ShareVision into a Microsoft Excel or Access spreadsheet on your local computer. Exported lists retain ShareVision column filtering functionality, enabling selection and isolation of select profile types, like Board Members, for example. 

A filtered view of the Profiles list showing only contacts selected to be on the General Email list. Enables bulk emailing directly from your ShareVision site.

Link on the Contacts Tab navigation bar that enables uploading exported documents back into ShareVision.