1. How do I add new contacts?

From the Contacts menu on your home page, click on Add New Contacts
Your curser will be flashing in the first field, titled Email Address
Enter your contact’s email address
Press the Tab key to go to the next field
Continue filling in all applicable spaces, hitting the Tab key to go to the next field.
Click Save/Update at the bottom of the page or press the Enter key.
Once your record has been saved, you will be taken to a blank Add New Contacts page. From there you can add another contact, or go back by clicking on the Previous button at the bottom of your screen

2. I went past a field that I need to fill out or noticed an error in a field. How do I go back?

if you are on the Add New Contacts page, left-click on the space you wish to go back to, fill it in and press the Tab key until you reach the next field that you need to fill in. You may also hold down the Shift key and then press the Tab key to move back up to previous fields

3. When I add new contacts, there are fields that I am not using. Can I remove them?

Yes, you can customize your contacts screen by turning your contacts screen fields on or off, making only the fields you want visible
From your Home Page, find the Settings section under the CONTACTS Menu
Click on View/Edit Contact Screen
Simply uncheck the boxes next to the fields you wish to ‘turn off’
To turn a field back on, making it visible again, just check the box
Click the Save button at the bottom of your screen when you are done

4. How do I use the Custom Fields on my Add New Contact page? Can I rename them?

The Custom Fields section allows you to better define your customers and narrow searches. For example, if you recognize your customers on their birthday, you would use one of your custom fields to enter their birthday month. Using this feature will allow you to sort all of your contacts by birthday month. If you are a retailer, for example, you can use the custom field to list your contacts favorite brands. When a shipment comes in from that supplier, you can find and contact all your customers that buy that brand
You can easily rename the Custom Fields on your Add New Contacts Page
From your Home Page, find the Settings section under the CONTACTS Menu
Click on View/Edit Contact Screen
Rename the custom field by entering the new name in the New Label box that corresponds to that field
Click the Save button at the bottom of your screen when you are done

5. How do I view my contacts and update or revise their information?

From the Contacts menu on your home page, click on View/Edit Contacts
You may view all of your contacts or choose to view a portion of your contacts based on the criteria you set
Once you choose, click on the Show My Contacts button at the bottom of your screen
Scroll your list of contacts and click on the Edit button (pencil icon) for the contact you wish to view or make changes to
Update the contact information and click the Save/Update button at the bottom of the page

6. How do I remove or delete contacts?

From the Contacts menu on your home page, click on View/Edit Contacts
You may view all of your contacts or choose to view a portion of your contacts based on the criteria you set
Once you choose, click on the Show My Contacts button at the bottom of your screen
Scroll your list of contacts and check the box to the left of the contact you wish to remove/delete
Click the remove contacts button at the bottom of the page

7. How do I import/add new contacts from a list?

Importing contacts is a 3-step process
- Step 1 imports contacts into a temporary file allowing you to review your import before you commit it to your contacts base
- Step 2 allows you to review your import results. If the imported contact data is correct, you can move on to step 3 and transfer your import to your contacts database. Otherwise you can make the necessary corrections in your original file and start your import from step 1 again. If you have start over from step 1 without transferring your temporary contacts you will be prompted to clear out the temporary file. The system recognizes that there are contacts waiting to be transferred and wants to make sure you are aware of this. Go ahead and confirm delete contacts to clear out the temporary import file and start your import over
- Step 3 transfers your imported contacts into your main contacts database
To begin your import: From the contacts menu on your home page, click on Import Help under the Import Contacts heading for instructions on how to correctly format your file for successful upload
Once your file is correctly formatted, click on Import under the Import Contacts heading
Choose Import Tab Delimited Text File or Import Excel File and click continue
Browse your documents, Select your file and click import
You will get a message confirming the number of records imported
If your import was unsuccessful, you will receive an error message and error report to view
Upon completion of your successful upload, click on View under the Import Contacts heading to see the records added
Click on Transfer under the Import Contacts heading to automate the transfer of imported contacts into your main contacts database

8. What is a sublist and how do I create one?

A sublist is a contact list that you create from your main contact list. A sublist allows you to pull contacts that meet a specified criteria into their own list (or category). For example, you may want to send an email to all contacts born in the month of june, so you would create a sublist for those contacts and then send an email to just those customers rather than your entire list. Creating a sublist does NOT remove contacts from your main list
To create a sublist, from the contacts menu on your home page, click on Create Sublists
Enter a sublist name (examples: june birthdays / tom's customers / holiday open house guests) and click the Create Sublist button
Your sublist has now been created
Click the Add button next to your sublist. You will see a list of your contacts. You will have the option to select from all of your contacts or narrow your search to specific contacts
To add all contacts to your sublist, click on the Add All Search Results button at the bottom of your screen
To select specific contacts, scroll your list of contacts and check the box next to each contact that you would like in your sublist
Click on the Add Selected Contacts Only button at the bottom of your screen