Contacts Main Screen

To add and manage your contacts, choose Contacts from the main menu. You will be taken to the main Contacts page, where you can create, see, search and edit your contacts list. In the image below, different groups of actions are marked with different colours:

Marked in the red square is the search box where you can search for your contributors by name, identifier or email address. Just type in the relevant information and click the Go button. For advanced searches, click on the blue Advanced Filters button and apply appropriate filters:

Enter an Email address, Phone Number, Alias, County. Choose a Country, Tags, Source, Marketing from the drop-down menus. You can also search by Date Created by filling in the blank fields provided.

If you want more options, click on More Options, and you will be able to search by all Tags and Marketing options. If you click on And (for example: find if Marketing is done both by Catalogue and Mail) or if you click OR, it will find results that have at least one of the chosen options (for example: find if Marketing is done either by Catalogue or Mail):

Marked in the blue square in the image of the main Contacts page are the buttons for uploading and downloading your contacts list. Click on the small symbol marked with the blue arrow to choose a format in which you wish your list to be downloaded. Then click on the Download button and your contacts list will be downloaded to your device in the format you selected.

To upload a list, click on the Upload button and the following screen will show up:

Choose the organisation from the drop-down menu. If you have just one organisation, this field will not be visible. Click on Choose file to browse and select a file you want to upload from your device. Tick the Input Type circles to select the format your document is in. Please note if your spreadsheet is created in XSLX format, then you will need to save it back to Microsoft Excel 97 - 2003 to allow it to upload.

Marked with the purple box on the image of the main Contacts page above are two buttons: a blue one on Card view and a green one on Show duplicates.

Clicking on the Card view button will take you to your contacts' list in card mode as demonstrated in the image below:

  

If you want to see duplicates, then click on Show duplicates and you will be taken to this screen: 

Here you will see duplicates of names, emails and addresses. This will enable you to ensure that there are no typographical errors that have caused an author to be uploaded more than once.

Marked with the red arrow above, you can merge two duplicates by choosing to keep left or right contributor’s info. If there is a “tick” sign in Statement column that means you can’t merge the info.

When you scroll down below, you will see duplicates that sound similar:

Marked with the light blue square on the image of the main Contacts page are different filters helping you to organise the view of your list.

Clicking on the Show all button will show all your contacts.

Clicking on the Contributors button will show contributors only.

Clicking on the Customers button will show customers only.

Clicking on the Customers (with web accounts) button will show only customers with web accounts.

Clicking on the Other button will bring all the other contacts that are not contributors nor customers.

Marked with the yellow square in the image of the main Contacts page are Tags. By clicking on a tag, the list will adjust to show only the contacts that contain that tag.

To remove a contact from the list, click on the square in front of the contact you want to remove and then click on the red button: Remove Selected.

If you would like to download a contacts report, which is a list of your contacts in CVS format, just click on the Report button.