To access Contact Manager's settings, click the gears icon on the right of the screen. This is only available for Super Users.

Letter Margins

 
By default, these are set to 2cm for all margins. These should be set so they fit your corporate stationery when printing PDF mail-merge letters.

Opt-in

Opt-in permissions can be set automatically for all four channels when a new record is created. This means you don't have to worry about setting the permissions manually each time. The default is 'Yes' for email, phone calls, postal, and SMS.

Data Tools

Super Users can also use 'Data Tools' to ensure records stay tidy. These include using the 'Merge & Purge' tool to deal with duplicate records.

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