Attaching a Contact to an Event

Market: Federal/State/Local, House, Senate

Description: These instructions teach users how to attach a contact record or contact list to an event record.

Click the following link to be brought directly to the subtopic:

Attaching an individual contact record

1.From within the event record, click the Actions drop down menu. Select Attach Contact.

2. In the Contact field, search for the appropriate contact. Click Attach.

3. At the top of the event record a contacts tab will appear.

4. Return to the General tab.

5. Choose the appropriate action to Save the event:

Save: To save this Event in IQ only.

Save and Sync: To save this Event in both IQ and Outlook.

1.From within the event record, click the Actions drop down menu. Select Attach Contacts by List.

2. From the Search Contacts By drop down menu select either Contact List or Affiliation Code.

3. Search for the appropriate contact list or affiliation code. Click Attach.

4. At the top of the event record a contacts tab will appear.

5. Return to the General tab.

6. Choose the appropriate action to Save the event:

Save: To save this Event in IQ only.

Save and Sync: To save this Event in both IQ and Outlook.