Contact Management

Watch this space for articles regarding Contact Management.

How do I add a new contact to the database?
You can add individual contacts manually, from .CSV or .XLS file and from Apple Address Book. An individual contact can be added via the ‘+’ button above the left contact list. A popup appears where all relevant information can be placed. In the field ‘Contact type’ you are able to indicate which type of contact you would like to add. For instance a company, supplier, personal friend, prospect etc. When finished, click on the save button and your new contact will be added and you will be...
How do I adjust a contact's details?
Go to the contact you wish to edit and click once and choose 'Edit' to open the card and to edit all fields. When done, just continue working or use the right mouse click to lock and to save the changes.
How do I add a new Contact type?
Unlimited number of contact types can be added to the database. Make your own cards for each type of relationship, with customized fields and colors. How to do that: Go to menu option Administration -> Contact types. Click on the '+' icon in left bottom corner. A blanc new contact type format appears where you can built the contact card from scratch Try the "Copy of" option in left bottom corner to make a duplicate of an existing format. Adjust the format/labe...
How do I filter contacts for mailings?
Filters allow you to obtain an overview of contacts that meet a certain search criteria. For example, would you like to have an overview of all your prospects, or of all customers that are located in the same country? Or do you want to send a mailing to all your former customers? You can filter on almost every field and you can also filter on filter. How do you do that? We will show you. Let’s give an example! We would like to get an overview of all our clients, for instance to send a ma...
How do I import multiple contacts?
You can import your business and personal contacts from .CSV or .XLS file or from Apple Contacts. Go to menu option Extra -> Import -> Contacts to import: From .CSV or .XLS file: Select the option ‘From .CSV, .XLS or .XSLX format’ and than upload the data file from your local computer. The only thing you have to do then is to make a match between the data in your Excel columns and any field in SpinOffice. We help you per column in this process. This way we make it a simple an...
How do I import contacts from Mac Address book?
Contacts from your Mac Address Book can easily be imported into SpinOffice. Go to menu option Extra -> Import -> Contacts. Click on the Mac Contacts banner. Following screen will appear: Click on “Yes” to confirm and to import them all. Please wait approximately 10 seconds while all your Apple contacts will be imported. Close the import screen to see them all in the left contact list. Please note that we only give you the option to import them all, so not in...
How do I import my contacts from Gmail?
Follow the steps below to have a successful import of your Gmail contacts: Go to your contact list in Gmail. Click on the ‘More’ button and than ‘Export’. Choose export format ‘Google CSV’ and click on ‘Export’. Your file will be downloaded on your computer. Keep in mind where it is placed. Open Microsoft Excel en choose a new sheet. Choose menu item ‘Data’ and select ‘Import external data > text’. Choose the Gmail .CSV file. As file type you select ‘Separate’ and ...
How do I get my contacts in sync with my mobile devices?
It is possible to synchronize all SpinOffice contacts between SpinOffice and Apple’s Contacts app on an iPhone, iPad and Mac. Even when you do not have all Apple Contacts in SpinOffice yet!! Go to menu option Administration -> Personal settings -> Synchronization to enable the sync account. Instantly a CardDAV-account is created and the manual how to configure this account on your iPhone or iPad is sent to you by email. Synchronization with Android devices is also possible. ...
How to convert Mac Address Book vCards to Excel / CSV in order to import them in SpinOffice
Go to Mac Contacts application on your local machine Select all contacts that you have there via 'Cmd+A' Drag the selection your desktop It becomes a collective vCard file Go to this online tool: Online vCard Converter Upload the collective vCard file Select Format CSV, Comma and tick 'Add header line' Unicoding is oke Click on 'Convert' The file will be in your Downloads folder The file is now ready to import in SpinOffice. Open SpinOffice and g...
Can I see the logs of changes made to any contact information on the contact card?
Yes sure. Go to the contact card of the person you want to see all changes for and go to menu option Extra -> Restore changes to see all changes made by any user. To restore a value of a certain field, select the item and click on 'Restore changes' in the right top corner.