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  • Address Book Groups:

    You can create groups within your address book by importing the patron information from your programs into the address book. Anyone who has purchased for your organization will already be in your address book. Using the import feature to create groups will not duplicate a patron's contact information.

    1. Log in to the online BOT Manager
    2. Select the address book tab
    3. Select the name of your address book
    4. Select the import icon, located in the grey toolbar
    5. Using the pulldown menu, located next to the refine selection option, select a program
    6. Name your group in the new group field
    7. Press the continue button
    8. Select the link to import records
    9. Your onscreen message will tell you that the import has been received and queued.
    10. Click the address book icon to return to your listings.