The Contact Selection Cart is a powerful tool in ARTERNAL that allows you to batch manage multiple contacts with ease, making it simple to perform quick actions on selected contacts.
Video tutorial linked HERE.
Step 1: Adding Contacts to the Selection Cart
In the contact list, click the checkbox next to a contact's name to add them to the selection cart.
Alternatively, you can go to the contact’s detail page and click the checkbox there to add them.
Step 2: Viewing the Selection Cart
Click the cart icon to expand or collapse the selection cart to view the contacts you’ve selected.
Step 3: Deselecting Contacts
To remove a contact from the selection cart, click on their avatar in the cart or uncheck the checkbox next to their name in the contact list.
You can also deselect a contact from their detail page by clicking the checkbox again.
Step 4: Performing Actions on Selected Contacts
Once contacts are in the selection cart, you can perform several actions, including:
Reassign Contacts: Assign the selected contacts to a different user.
Add to List: Organize the selected contacts into a specific group or list.
Add Tags: Categorize the contacts by adding tags.
Email Contacts: Send emails to all selected contacts.
Archive Contacts: Remove the contacts from the active view by archiving them.
Step 5: Clearing the Selection Cart
To empty the selection cart, click the red CLEAR button to remove all contacts from the cart.
Frequently Asked Questions (FAQ):
Q: How do I add contacts to the selection cart?
A: You can add contacts by clicking the checkbox next to their name in the contact list, or by clicking the checkbox on their detail page.
Q: How do I view the contacts I’ve added to the selection cart?
A: Click the cart icon to expand or collapse the selection cart, where you can view all selected contacts.
Q: How can I remove a contact from the selection cart?
A: To remove a contact, either click on their avatar in the selection cart, or uncheck the checkbox next to their name in the contact list or on their detail page.
Q: What actions can I perform on contacts in the selection cart?
A: You can reassign contacts, add them to lists, add tags, email them, or archive them directly from the selection cart.
Q: How do I clear all contacts from the selection cart?
A: Simply click the red CLEAR button to empty the selection cart.