Okay any help on this would be great as I really can’t get my head round it … might just have been a long day!

Our organisation sends short term team trips and most of our contacts on highrise have either been on a trip or are going on one in the future.

It would be nice to be able to run a few queries (so to speak) “All Team Members ever”, “All Team Members 2008” and “All Team Members Zambia Sept 08”.

How would you organise these contacts in highrise to be able to produce these exports?

• Select all the people who match the description for a single trip like “Zambia 9/2008”
• Click the add tags link once they’re selected and type Zambia 9/2008
• Do the same for each other trip
• Finally, select every one who has traveled and make a tag for THEM called “All Team Members”
• Add appropriate tags to each new contact you create

When you want to do your queries, go to the Tags tab, select the “All Team Members” tag, and then select “Multiple tags” link from the right sidebar. Then select the “Zambia 9/2008” or whichever tag you want to filter on.

The resulting list should be the people you want to see. You can export this group as a vCard and create a mailing list from it in your email program.

PS. If your team members have certain skills or attributes, you may also want to tag them with that skill, like MD or nurse or carpenter or plumber to help build your future teams.

Hope that helps.