User Manual

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Chapter 6 Working with Your Items
6
Working with Your Items
Emailing a Contact
1. In the Folder Navigation pane, navigate to the folder containing the contact you want to
email.
2. Right-click on the contact you want to email.
3. Choose Email. A new, blank email opens.
4. Address and type the email using the usual methods.
Viewing & Navigating Contacts on the Neat Dashboard
The Contacts module on the Neat Dashboard lets you quickly find and view contacts.
1. In the Folder Navigation pane, click on the cabinet icon to view the Dashboard.
2. The Contacts module displays all contacts by default. To reduce the number of contacts
visible, click on the alphabetic letter sets at the top of the module (A-C, D-F, etc.).
TIP: Click View All to return to the default view.
3. Use the scrollbar at the bottom of the module to navigate through the contacts.