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Knowledge base
FAQ's
Popular Questions
13
How to get started?
How to add a new email account?
To what extent the software is free?
How to configure my mail the first time I use SpinOffice?
How to add a Microsoft Office 365 account or Outlook account with OAuth 2.0?
How to import my calendar(s)?
How do I activate the contacts/calendar sync?
Does my calendar synchronizes with my mobile devices?
How do I delete or merge contacts?
How to send a mass mailing?
See all 13 articles
Getting Started
9
What do you mean with max. 50 items?
How do I import a group of contacts?
Can I send email campaigns during my free trial?
Are all features available in Limited?
Is sync available in the free limited version?
Can I invite other users in Limited?
How do I upgrade my account to Pro?
Do I need to provide a credit card to qualify for Limited?
Will I automatically be billed when the 50 items has been reached?
Account Settings
8
How do I change the date format?
How do I add ‘US states’ field to a contact card?
How do I add a separate street number field to a card?
Can I get my own company logo visible in the top left corner?
Where can I change the prefered language?
How do I change my password?
I forgot my password, what to do now?
What are credits?
Auto Archiving
5
How does the SpinOffice archive exactly work?
Are my emails automatically linked & archived?
How to import files & to link them to contacts?
How do I link an email to a contact or multiple contacts?
How do I add emails to a folder?
Calendar
5
How do I create an event in the calendar?
How do I sync my SpinOffice Calendar with Mac Calendar?
Can I get notifications for appointments?
What does CalDAV mean?
Does SpinOffice offer a central office calendar?
Contact Management
11
How do I add a new contact to the database?
How do I adjust a contact's details?
How do I add a new Contact type?
How do I filter contacts for mailings?
How do I import multiple contacts?
How do I import contacts from Mac Address book?
How do I import my contacts from Gmail?
How do I get my contacts in sync with my mobile devices?
How to convert Mac Address Book vCards to Excel / CSV in order to import them in SpinOffice
Can I see the logs of changes made to any contact information on the contact card?
See all 11 articles
Email Integration
10
Why use SpinOffice for sending emails?
Does my email sync with my mobile devices?
How to enable notifications for new emails?
How to create my own email template?
What is the difference between POP3 and IMAP4?
I can't connect my Gmail account. What can I do?
'Undelivered Mail Returned to Sender' failure for sending emails
iCloud Mail 2-Step Auth and App Passwords for IMAP
I get a 'Failed unknown error' when configuring an iCloud, me.com account. How to resolve?
How can I check the SPF records of my own domain?
Installation & Registration
8
How do I install SpinOffice CRM on my desktop?
How long does it take before I can start?
Is it difficult to setup before I am able to use it?
SpinOffice won't start. What should I do?
Does SpinOffice require dedicated IT support staff?
What happens with my personal contact details?
Which Mac OS X versions does SpinOffice support?
Switch from App Store version to downloadable file on website
Mac Usability
3
System menu & tabs for Mac users
Right mouse click function
Mac keyboard shortcuts
Marketing Automation
8
How do I create and manage tasks in SpinOffice?
How do I create an event in the calendar?
How to sent text messages from the CRM?
Why use SpinOffice for sending emails?
What is the point of the Contact's dashboard on the right of the contact card?
How do I get a quick overview of my prospects?
What does the integration with Mailchimp includes?
How do I link my Mailchimp account to SpinOffice?
Users, Roles & Rights
3
What are the benefits of working together as team in SpinOffice?
Is there a limit to the number of users I can add in the Limited version?
How do I manage users & their permissions?
Storage, Backup & Security
5
What happens with my personal contact details?
How do I know that my data is kept safe?
Will there be backups created of my data?
How can I delete my Limited database?
For how long my database will be stored?
Synchronization
7
Is sync available in the free limited version?
How do I get my contacts in sync?
Does my calendar sync with my mobile devices?
Does my email sync with my mobile devices?
Will the complete archive of my mailbox be fetched into SpinOffice?
Sent items on my iPhone/iPad do not sync with SpinOffice. How to resolve?
How to solve the CalDAV sync error 'CalDAV account verification failed'?
Training & Support
4
Can I get a free demo tour of SpinOffice?
Can I get a SpinOffice training?
Where do I find the user guide?
What does support cost?
Upgrade & Renewal
8
What are the benefits of becoming a Pro?
Are all features and functionality available in Limited?
How do I upgrade my account to Pro?
What does a Pro license cost in US dollars?
How do I upgrade my storage?
How to renew my Pro account?
How do I cancel my Pro account?
What happens to my data when I don't renew my Pro license(s)?
Common problems
Recent Articles
6
I deleted all/multiple contacts, what to do now?
I linked an email address to the wrong contact. How to detach?
SpinOffice won't start. What should I do?
I can't get one of my email accounts configured. What to do?
I forgot/lost my phone, now i can't login with two-factor authentication.
I have to upgrade my Limited license to Pro. Why?
Documentation
User Guide - desktop software
16
Chapter 1. Starting SpinOffice CRM
Chapter 2. General information
Chapter 3. Contacts section
Chapter 4. Archive section
Chapter 5. Integrating your email
Chapter 6. The inbox
Chapter 7. The Calendar
Chapter 8. Files, folders & the folder list
Chapter 9. Kanban board - Task management
Chapter 10. Call reports & memos
See all 16 articles
Contacts Sync - Manuals
2
Contacts Sync - iOS (iPhone & iPad)
Contacts Sync - Android
Calendar Sync - Manuals
3
Calendar Sync - iOS (iPhone & iPad)
Calendar Sync - macOS
Calendar Sync - Android
Template Management
2
Document templates
Email templates
Video Tutorials
General videos
1
Getting started tutorial guide (Updated in Sept-2019)
Features
6
Mass Contact Change
The Basics of the Inbox (Updated in Sept-2019)
Working with Folders
Managing Contact types
Mass contacts import (Excel & Mac Contacts)
Creating Filters
Latest Articles
Most recently published / changed items
How to add a Microsoft Office 365 account or Outlook account with OAuth 2.0?
FAQ's / Popular Questions
How to configure my mail the first time I use SpinOffice?
FAQ's / Popular Questions
How to import my calendar(s)?
FAQ's / Popular Questions
How do I import multiple contacts?
FAQ's / Contact Management
Chapter 5. Integrating your email
Documentation / User Guide - desktop software
How to add a new email account?
FAQ's / Popular Questions