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Working with Contact Manager Articles

Importing Contact Records from a File

You can import contact records from Comma Separated Value (CSV) files. Download the...

Adding or Editing Custom Fields for Your Contacts

We provide predefined fields for many common contact record attributes. If you need...

Adding a Contact to Your Contact Manager

You can quickly and easily add new contacts to your Contact Manager. You can store...

Viewing and Editing Contact Details

You can view a contact's details including contact information, sales, notes, and...

Deleting a Contact

You can easily delete contacts from your Contact Manager. To Delete a Contact...

Using Bulletins in Contact Manager

A Bulletin is a field for special notes about a contact. You can use Bulletins for a...

Adding Notes to a Contact Record

You can add notes to a contact's record to remind you of events or preferences...

Assigning a Contact to a Group

You can add contacts to a group to target those with similar interests or businesses....

Searching Contacts

You can search for a specific contact by any of the fields in the contact detail page....

Using Filters to Sort the Contact List

You can sort the contact list using filters from the columns or the Show list. To...

Creating, Editing, or Deleting a Contact Group

You can create new groups, edit an existing group's attributes, or delete groups that...

Viewing a Group's Members

You can view all contact records in a group from the Contacts page. To View a...

Managing Your Contact Manager Settings

The Contact Manager settings control your time zone option and contact view options....

Removing a Contact from a Group

You can remove a contact from a group from the Manage Group dialog box. To Remove a...

Customizing the Columns in the Contact List

You can customize the columns for the contact list. This lets you choose the...

Adding a Task in Contact Manager

You can create tasks associated with your contacts. Tasks help you stay in touch with...

Managing Tasks in Contact Manager

Tasks are your tool for staying in touch with your contacts. You can create tasks for...

Setting up Your Contact Manager

Here's the Lowdown: Setting up your Contact Manager is a snap using our Quick Setup....