MioWorks User Manual

Learn about MioWorks

• About
  • Getting started
  • Create your MioWorks site
• Contact Management
  • Contact types
  • Adding contacts
    • Importing contacts
      • Import directly from Gmail
      • Import from CSV file
      • Import from vCard
  • Individual Contacts
    • Edit or delete contact details
    • Adding notes & tasks
    • Tags and Keywords
    • Security permissions
    • Contact opt-out management
  • Collections of contacts
    • Contact index
    • MioWorks Contact Lists
    • MioWorks SmartGroups
      • SmartGroup (& list) Actions
• Workbench & Search
  • Your issues
  • Your tasks
  • Your files
  • Search
• Media Library
  • Attaching files to contacts
• Customer Portal
  • Enabling the portal for contacts
  • File Uploads, Downloads and Approvals
  • Submitting, reviewing & responding to questions
  • Self service profile updates
  • Resetting portal password
• Site Admin
  • Billing information
  • Portal Administration
    • Customize email messages
    • Customize portal message