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| Rw ui steps macro | |||||
|---|---|---|---|---|---|
In the main Contact Manager window, click the Add Relationship button. 
Select the SINGLE Search - by SSN, Name, etc. option and click OK.  Note: If you are in the Clients/Prospects tab, the Contact Search dialog will appear. If you are in the Companies tab, the Company Monitor dialog will appear.
Fill out the search criteria in the Contact Search window and click FILTER. 
The system will show the list of matching Contacts. Click on the necessary entry and click SELECT in the top-right corner. 
This creates a Bank Relationship with the type Prospect and status Cold. You can open the Contact Details to change the type and status as appropriate.  |
Adding a Bank Relationship for a Group of Contacts
To find a group of Contacts with similar characteristics:
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| Rw ui steps macro | |||
|---|---|---|---|
In the Category Setupdialog, click ADD. 
Confirm that you wish to delete the category. 
Click SAVE when done. |
Running a Mail Merge Campaign
| Rw ui steps macro | ||||
|---|---|---|---|---|
In the Contact Manager search window select filter criteria, for example, a predefined Category, and click FILTER.
Click MAIL MERGE.
In the dialog
In the dialog select Activity Type:
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