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Contact Overview Menu: Seminars

When you access a contact record in Redtail, you'll notice new menu items in your Left Menu Bar underneath Contacts (these menu items only appear when within a contact record): 

 

Here we'll take a look at Seminars. If you click that option from this menu, you'll see the Seminars area for the Contact: 

Clicking the Actions icon to the left of any listed Seminars gives you several options: 

  • Edit takes you to the Seminar Details, where you can make any desired changes.
  • Manage Attendees allows you to make any updates to the Attendees list for the Seminar.
  • Send to Search sends any contacts linked to the Seminar as Attendees to your Advanced Search page.
  • Labels allows you to run Labels / Envelopes for the Attendees list for the Seminar.
  • Mail Merge allows you to run a Mail Merge for the Attendees list for the Seminar with any Mail Merge Templates you've uploaded to your database.
  • Reports allows you to run a Seminar Attendees Report and/or a Seminar Workflow Report.
  • Timeline displays a history of changes to the Seminar.
  • Delete removes the Seminar from your database.

You have additional options above the list of Seminars: 

 

  • The active, prior and all buttons allow you to filter the seminars on display by Active, Prior or All.
  • The pdf icon opens the seminar in a pdf suitable for printing.
  • Add Seminar will allow you to create a new Seminar within your database. 
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