When using the “Not one of” filter to exclude constituents from a query, keep in mind that it will require the constituents to have the non-excluded criteria. In other words, it will exclude any constituents that do not fall into the field on which you are filtering.
GAIL Users, would you like the option to display images in your email content horizontally while viewed on a mobile device? If so, that option is now available in BEE! As a precaution, the vertical stacking is the most user-friendly and consistent setting for your image display so please use this feature carefully.
For speedier input of your Interactions and/or Contact Reports, a new shortcut has been established where you can click to add Interaction from the “Documentation and Interactions” Tile on any constituent record. This will allow you 2 choices: 1) Plan Step w/ Interaction (use this to file a Contact Report for your Plan), or 2) […]