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Tools

The Tools menu enables you to access to seven tools:

  • Smart Search: Enables you to identify records using various criteria
  • Reports: Enables you to create, generate, and manage standard and custom reports
  • Bulk Update: Enables you to add, update, and delete a field or field groups in people and organization records in mass
  • Exports: Enables you to export people and organization records from Fireworks
  • Imports: Enables you to import people and organization records to Fireworks
  • Scheduler: Enables you to schedule emails, letters, texts, bulk updates, imports, and exports to run at a future date and time, as well as create recurring jobs
  • Tasks: Enable you to assign a task to a staff member