Help Products Address Book Address book introduction guide

Address book introduction guide

CM
CM
Updated 9 months ago

USPs
- 1 million contacts per upload
- Fast and easy to navigate
- Single app to control the contacts or groups of all your apps


Overview page
To set up a proper Address list, make sure you have an excel file ready with all the data. You can download an example excel file further down.

  1. To upload a group, press + add
  2. Search bar, type in any Address book name and the results will show only the names that qualify.
  3. Click on the Name to see the individual fields and go to the Address List Overview
  4. Click on [...] to:
    a. edit (List-and column names are changeable)
    b. remove the list
    c. or Favorite the list (This way it is shown at the top of the Address book overview)


Upload
1. To upload a group, press + add
2. You are now requested to (1) select a file and (2) optionally name the document. Click continue after you’ve selected a document.


You can have 4 types of selection options and you can always Skip if you don’t want to add the column.
1. The system predicts the value of the column. Skip, Save or Edit by clicking on the dropdown.
2. The system predicts and is fairly certain about the value. Skip if you don’t want to add the column, or click Edit to change the column type/name.
3. The system has no idea what the value is, but it is a standard value. Skip if you don’t want to add the column, or click Edit to change the column type/name.
4. The system has no idea what the value is, but it is a custom field. Skip if you don’t want to add the column, or click Edit to change the column type/name.

Click here to download an example file.

Edit and view Address list

  1. Click on […] and see the options available
    a. Send SMS
    b. Favorite
    c. Send email
    d. Download
    e. Rename group
    f. Delete
  2. Click on the name of the contact or group to edit the contact(list).
  3. Search for a contact of group by typing in the name
  1. Click + add to add a contact to the group
  2. To edit the contact, select the contact, click on the three dots and choose edit.
  3. To delete the contact, select the contact, click on the three dots and choose delete.