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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 ...
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 cont...
How do I delete or merge contacts?
There are various options to delete contacts: an individual in the database, all contacts of a certain contact type or a filtered group of contacts.  Deleting a single contact in the database Go to the contact card of the individual you want to delete Go to menu option Extra -> ...
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 ...
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 com...
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 ...
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...
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 acc...