How do I add, import and export contacts?

Contacts are the people you work with. A contact with an email address is filled in when you send a report.

On the web

1. Open Contacts and select Add contact.
2. Fill in Name, Account (optional), Email, Phone, Title, Area, Address, Linked places and Owner.
3. Select Save.

The tabs are All, My contacts, Needs follow-up, Open items, Unfiled mail and No places.

Import contacts

1. Open the menu and choose Import contacts.
2. Use a CSV file with the headings name, email, phone, role and notes.
3. Select Choose a CSV file, then Import contacts.

Export contacts

Open the menu and choose Export contacts. You get a CSV file.

On the phone

1. Open More, then Contacts (your team may call them clients).
2. Tap +. Use Import from phone contacts to fill in a contact from your phone, or type Full name or business, role, phone, email and notes.
3. From a contact you can Call, Message, Email, Link a place or start a Visit.

Good to know

• An import can hold up to 1,000 contacts and 2 MB. Existing emails are flagged for review first, and the whole file is saved together.
• Unfiled mail lists contacts with email that is not yet filed to a place. This needs a connected mailbox.