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Contact Manager

The Contact Manager allows for flexible searching of site users. The search includes fields found on the add/edit People form, all Groups, and Content Definition.

To search for site users, set criteria using fields found on the three tabs; Record Fields, Groups, or Content. Once the desired criteria has been set, press the Search button to view results.

On the search results page, a number of Actions can be performed on the Site Users returned in the search based on the Target Group selected from the drop down menu.

The Source Contacts section determines which users returned in the search are affected by the applied action.

• Only those selected on this page can be used if the search returned more records than was set in the field Rows Per Page
• Everyone in search results is used if the selected action is for all users returned in the search.

The Perform Action section allows bulk managing of routine Site Administrator tasks.

• Add to Target Group adds selected users to the Target Group selected from the drop down menu.
• Remove from Target Group removes selected users to the Target Group selected from the drop down menu.
• Export comma delimited file exports selected users to a comma delimited (CSV) file. The exported file is available through the download manager found in Site Navigator under the Tools icon.
• Set Allow Group Email allows all selected users to receive Group Email from the site, remember users still need a valid email address in order to fully qualify to receive Group Email.

This page was last reviewed Saturday, April 04, 2009