Contact Management

Watch this space for articles regarding Contact Management.

How do I add a new contact to the database?
An individual contact can be added via via menu option New -> Contacts or the ‘+’ button on the Contacts screen. In both cases, a popup appears where all relevant information can be placed. In the field ‘Contact type’ you a...
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 the Contact screen, where all the menu items are. G...
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 yo...
How do I import multiple contacts?
Import your business and personal contacts from various sources into SpinOffice CRM. Which sources are available? See the options below. You will find the import options within your Home Dashboard, then within the Re...
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...
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’. ...
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 Administratio...
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 Co...
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...
How to create Parent-Child Relationships?
It is possible to link contacts as an employee to an employer or company card in SpinOffice. This creates a so-called 'parent-child' relationship. This can be done with existing contacts in the database as well as fo...