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The Trait Finder
The Trait Finder allows the finding of a group of contact records that match a specific set of user-defined traits. To find a matching group, a 'find criteria' record is created for each trait that is desired. Clicking the 'Match Traits' button will then find all contacts that contain any one of the specified traits and display them in the Master List. From there, the process of communication can begin and do-tasks can be created.

 

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Last modified: Sunday April 19, 2009.