• Contents
  • Search
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  • Quick Reference Guides
    • General
      • Save Favorite Searches
      • Add a Tile
      • Use Slack within IQ
      • Add and Use the Quick Intake Feature of the Task Tile
      • Order a True Type Signature Font for a Member
    • Contacts
      • Create a Contact Record
      • Create Affiliation Codes
      • Merge Duplicate Contact Records
      • Import Contact Records into IQ
      • Use the Audience Builder
      • Use Excel Functions to Support IQ Import Activities
    • Messages
      • Use the Opinion Center
      • Create, Search, and Use Batches to Respond to Individual Messages
      • Use Form Letters and Set Response Rules to Respond to Bill Messages
      • Combine Campaigns
      • Create Auto Response Rules for Campaign Messages
      • Use Analyze Text for Campaign Messages
      • Use Outlook Add In with IQ
      • Fax Messages Using IQ
      • Send Text Messages in IQ
    • Outreach
      • Access and Manage Voicemails or Audio Files Related to Telephone Town Halls
      • Create and Send an eNewsletter
      • Create and Publish a Survey
      • Create and Publish an IQ Web Form
      • Set Up AB Tests for eNewsletters
      • Use Hyper Tagging in IQ
    • Services
      • Set and Access Preferred Service Templates
      • Add a Service Module in the IQ Menu
      • Create a Service Record
      • Create and Process a Casework Record
      • Release a Service Record
      • Acquire a Service Record
      • Assign or Reassign a Service Record
      • Monitor Service Alerts
      • Attach a Contact Record to a Service Record
      • Use a Form Letter or Customized Response in a Service Record
      • Close a Service Record
      • ReOpen or Change Status of a Closed Service Record
      • Use a Digital Privacy Release Form
    • Library
      • Create a Form Letter
      • Create a New Version of a Form Letter
      • Search for a Form Letter
      • Route Form Letters for Approval
    • Events
      • Process Schedule Requests in IQ
      • Create Schedule Cards
      • Incorporate Eventbrite with IQ
  • IQ Video Learning Library
  • About IQ4
  • Quick Start
  • General Information
    • Searching for Records
    • Add Codes
    • Access and Run Reports
    • Executive Summary Report
    • Use the History Log File
    • Dashboards
    • Save Favorite Searches
    • Manage Saved Searches
    • Add Announcements
    • Alerts
    • Set User Preferences
      • Hide Modules in User Preferences
      • Customize Menu Options
      • Copy User Settings
    • Change Your Password
    • Use Act As
    • Customize Home Page Tiles
      • Events Related Home Page Tiles
      • Internal Process Related Home Page Tiles
      • Message Related Home Page Tiles
      • Service Related Home Page Tiles
      • Outreach Related Home Page Tiles
      • Social Media/News Related Home Page Tiles
      • Copy Home Page Tiles to Other IQ Users
      • Add RSS Feed to Home Page
      • Adding Hyperlinks to Home Page Tiles
  • Best Practices
    • Handle Messages
    • Manage Casework
  • List Results
    • List Actions
    • Filter a List
      • Configure Filters
      • Use Personal Tags
    • Edit a Single Record in the List View
    • Edit Multiple Records in a List View
    • Save as List
    • Quick Reports
    • Draft and Published Quick Searches
  • Contacts
    • Locate or Create a Contact Record
      • Entering Data in the Contact Record
        • Entering Communication Types
      • Entering Address Data
      • Add a Contact to a Household
      • Add a Contact to an Organization
      • Add Affiliation Codes
        • Add Affiliation Codes Associated with Pending Text Messages
      • Attach an Image to a Contact Record
      • Contacts Discussion
      • Search Contacts by Name
      • Search Contacts by Communication
      • Search Contacts by Affiliation
      • Search Contacts by Organization
    • Create Contact Using Address Checker
    • Archived Addresses
    • Check for Duplicate Contact Records
    • Mass Update Contact Records with an Affiliation Code
    • Run Address Checker on Contact Records
    • Add a Form Letter Message to a Contact Record
    • Audience Builder
    • Log Opinions/Telephone Call
    • Merge and Household Contacts
    • Import Data
    • Export Contact List
  • Messages
    • Add a New Message with a Form Letter
      • Color Coding Messages
      • Use Previous Text Search
      • Use Save as Template and Load Template
    • Add a New Custom Message
      • Using Content From Multiple Form Letters
    • Send Messages
      • Forward Email Message
      • Reply with History from Message Record
    • Add Issue Codes
      • Mass Update Default Appprover
      • Mass Update Assigned User
      • Mass Update Phone Scripts
    • Add a Message Comment from the List View
      • Add Comments to multiple Messages from List View
    • Manage Campaigns
    • Interactive Campaign Finder
    • Create and Remove ad hoc Email Campaigns
    • Create IMA Rules from an Email Campaign
    • Quick Email
    • Incoming Email Response
    • Preview and Print Emails
    • Create a Batch
      • Add to Last Batch
    • Manage Batches
    • Recently Disabled Email
    • Sets
      • Email Sets
      • Exception Set
      • Nondeliverable Set
      • Manage Set Records
    • Issue Tally
      • Issue Tally Report
    • Change Data and Status
    • Enter Opinions
    • Opinion Center
    • Handle Open and Unassigned Messages
    • Handle Open and Unbatched Messages
    • Answer Telephone Messages
    • Attachments Upload
    • Searching for Messages
      • My Open Messages
  • Outreach
    • Create and Print an Outreach Postal Mailing
    • Create an eNewsletter Template
      • eNewsletter SideBar Menu
    • Create and Send an eNewsletter
      • Insert YouTube Video
      • Insert Forward to a Friend Option
      • Insert Comment Section in a Newsletter
    • Image Manager
    • Compare eNewsletters
    • Edit an eNewsletter Template
    • Promote Previous Versions
    • Review Contacts
    • Republish eNewsletters and Image Files
    • Create a Survey
    • Survey List View
    • Create a Web Form
    • Web Form List View
    • Create Telephone Town Hall Call List
  • Services
    • Create a Service
      • Attach a Contact to a Service
        • Add Roles to Service Contact Records
      • Detaching a Contact from a Service
      • Attach an Existing Event
      • Attaching a New Event to a Service
      • Attach Files to a Service
        • Preview Attached Files
      • Use Quick Email
      • Send a Form Letter
        • Send a Form Letter from a Closed Service
      • Attach an Existing Message to a Service
      • Detach a Message from a Service Record
      • Add a Note to a Service
        • Edit Service Notes
      • Record a Service-Related Phone Call
      • Send an Information Copy
      • Download a .Zip File of Service Data
      • Monitor Services
      • Attach a New Event
      • Attach a New Service to a Service Record
      • Attach an Existing Service to a Service Record
      • Complete a Service
      • Reopen a Service
    • Create a Service from a Message Record
    • Service Codes
      • Use Service Codes to Create Agency Contacts
      • Use Service Codes to Locate Agency Contacts
      • Use Service Codes to Attach to Form Letters
    • Handle Multiple Step Services
    • Searching for Services
      • List View
  • Library
    • Manage the Library and Directory
    • Create Form Letter Template
    • Create a Form Letter
      • Select Multiple Form Letters as Duplicates
      • Create a Reference in a Service-Related Form Letter
      • Create an Auto Letter
      • Send a Form Letter for Approval
      • Make a New Version
    • Create a MS Word Form Letter
    • Create a MS Word Form Letter Template
    • Create an HTML Form Letter
    • Create an HTML Form Letter Template
    • Track Changes in HTML Editor
  • Events
    • Create an Event
      • Attach an Existing Service to an Event
      • Attach a Contact to an Event
      • Color Code an Event
      • Configure Outlook to Sync Colors
      • Synchronize an Event
      • Send an Alert
      • Delete an Event
    • Create a Quick Event
    • Copy an Event
    • Create a Recurring Event
    • Create a Multi-Day Event
    • Create an Unscheduled Event
    • Switch Calendar
    • Event Codes
      • Create Event Code
  • Boards
    • Create a Board Record
      • Seats Panel
        • Add a Membership
        • Reappoint a Board Member
        • Remove a Member
        • Delete a Seat
      • Members Panel
      • Contact Panel
      • Additional Panels
    • Create a Board Member Record
      • Send a Message to a Board Member
      • Add a Board Referral
      • Add Board Member Review
    • Board Codes
  • LegiStats
    • Legislative Actions
      • Attach a File to a Legislative Action
      • Attach Services to a Legislative Action
      • Export a .Zip File of Legislative Action Data
      • Receive Alerts When Bills Change Status
    • Search for Votes
    • Add Vote Information
    • Retrieve Member Data
    • Create Contacts from Member Data
    • Search for Members
    • Bills
    • Our Member of Congress
      • Our Bills
      • Viewing Your Member's Voting Record
    • LegiStat Demographics
    • Export LegiStat Demographics
  • Install Outlook Add-In
  • Outlook Add-In Feature Guide
  • IQ4 User Preferences
  • Reports
    • Accessing and Running Reports
      • Emailing Reports
    • Contact Reports
    • Message Reports
    • Service Reports
    • eNewsletter Reports
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