Complete Guide to Contacts
To add contacts to an existing group:
1) Click the Contacts icon
2) Right Click on the Group In the Simple Click Pane on the left hand side.
3) Click on Create New Group.
4) SimpleClick™ the contact(s) from the contact pane on the left (Note: groups cannot be added to groups)
or
1) Click on the Contacts icon
2) Click on the View button and select Groups, then Enterprise or Personal depending on the list you wish to view.
3) A list of groups that exist under Enterprise / Personal Contacts will appear in the grid below.
4) Select the Modify button next to the group.
5) Click on the users listed on the left to add them to the group.
6) Click SAVE.
To add contacts to a new group:
1) Click the Contacts icon
2) Click on the arrow next to New.
3) Click on New Group.
4) SimpleClick™ the users which you would like to add into this group.
5) Click the Save button
To Change A Display Name
1) Click the Contacts icon
2) Click on the contact name from the Display Name column
3) Click on Edit.
4) In the Display Name section, choose the way you would like the contact displayed
Note: You can specify a custom format by selecting the custom format from the drop down menu.
5) Click the Save button
To create a new contact:
1) Click the New Contact link from the Shortcuts window
2) Use the available fields to enter in the contact information
3) Click the Save button
4) A menu will then popup to allow you the option of adding this contact to multiple groups.
5) Simply check the box next to the group name to add the contact to the group(s) desired (if any).
6) Click Close to finish or Add Another Contact to continue adding additional contacts.
or
1) Click the Contacts icon
2) Click the Drop down arrow next to New.
3) Select New Personal/Enterprise Contact.
4) Enter in the appropriate information and click Save.
5) A menu will then popup to allow you the option of adding this contact to multiple groups.
6) Simply check the box next to the group name to add the contact to the group(s) desired (if any).
7) Click Close to finish or Add Another Contact to continue adding additional contacts.
To create a contact under an existing group:
1) From the Simple Click menu, right click on the group name and select New Contact.
2) Enter in the desired contact information and click Save.
3) Next, select any additional groups you would like the contact to be added to (if any).
4) Click Close to finish or Add Another Contact to continue adding additional contacts.
You may create a new Personal Contacts group in multiple places within the application:
1) From the SimpleClick menu you can right click on the My Contacts group and select New Group from the drop down.
2) From there you will be brought to the Group Creation screen where you can designate the group name and add the desired users to the group simply by clicking on their contact on the left.
3) Click Save when finished.
or
1) Click on the Contacts icon.
2) Click on the New button drop-down and select Personal Group.
3) Once within the Group Creation screen, simply click on the users from the list on the left and click Save when finished.
You may view your contacts in a format of your preference.
To View Contacts In the Card Format
1) Click on the Contacts icon.
2) Under View, select Card View.
To Edit the Display Columns
1) Click the Contacts icon, and under View, select Choose Display Columns.
2) Indicate the fields you would like to be displayed and click Save.
To View Contacts In the List Format
1) Click on the Contacts icon.
2) Under View, select List View.
To adjust Preview Pane Settings.
1) In the Preferences menu, go to General Settings under Contacts.
2) Choose to display either 20, 50, or 100 Contacts at a time in your view.
3) Turn the Preview Pane on or off: If the Preview Pane is enabled, the contact's details will appear under your contacts list. If it is disabled, contact details will be displayed in a pop-up window.
4) Click Save.
To edit a contact:
1) Click the Contacts icon
2) From the list of contacts, click on contact you wish to edit.
3) In the new window that opens, choose the fields you wish to edit (Overview, Detailed, Custom Fields)
4)Click Edit.
5) Edit the contact information and click the Save button
1) Go to the Contacts icon, and in the Actions drop-down menu, select Import/Export Contacts.
2) Choose the contacts your wish to export (Personal, Enterprise, Shared).
3) Choose the format you wish to export them into (CSV/Comma Separated Value, or vCards in a zip file).
4) Click Export.
You can import a previously existing contact list via a .csv file from ACT!, MS Outlook, Outlook Express, Goldmine and more.
1) Go to the Contacts icon, and in the Actions drop-down menu, select Import/Export Contacts.
2) Click Import and Browse to choose the .csv file of contacts to import. (See the sample .csv file for reference)
3) Choose the personal group from the drop-down menu to import to (if any).
Note: To upload contacts to Personal Contacts select No Group.
4) Select Import and all compatible data will be imported, next you will be brought to the Field Mapping screen in the case that any of the fields were unrecognized upon initial import..
5) On the field mapping screen you will see a list of the columns that were unable to be imported directly to BlueTie defined fields. Next to the list you will see a drop-down menu that will allow you to choose the BlueTie defined field name or a user-defined field name to map the information to.
EXAMPLE: If you original .csv file labeled the birthday column as D.O.B. you would see this in the list on the left. You will also see an example of the data that correlated with this field. From the drop-down you can select the Birthday field to map the D.O.B. column to this way your contact information is not lost. If you would like your contacts birthday to display as D.O.B. simply create this as a user-defned field and map to the field from the drop-down.
6) Once finished, simply click on Accept and the contacts will be fully imported.
You can also import contacts via the .vcf format as well. With this option you are only limited to importing one contact at a time.
1) Go to the Contacts icon, and in the Actions drop-down menu, select Import/Export Contacts.
2) Click Import and Browse to choose the .vcf file to import.
3) Choose the personal group from the drop-down menu to import to.
4) Select Import and proceed with steps 4 through 6 as stated above.
Edit and Email your contact information.
To edit your contact information:
1) Click on the Contacts Application
2) Click the Actions dropdown
3) Click Edit My Information
4) A new window will open (you may need to set your browser to allow popups for bluetie.com).
5) Make any desired changes to your information
6) Click Save (located in the top-right of the window)
To Email my Information:
1) In the Contacts application, highlight the Contact(s) you wish to send your vCard to.
2) Select the Actions drop-down menu and Email My Information. Select whether you wish to send you Personal, Work, or All information.
3 ) A new email will automatically attach your information and the Contact's email address.
To Automatically Append a Vcard to your Outgoing Emails
1) Click on Preferences> General Email settings
2) Under Composing Emails you will see an option to 'Automatically Attach Contact Info'.
3) Select the information you would like sent (Work, Personal, All)
4) Click Save
To Print a Contact
1) Click on a contact to preview contact.
2) Select the Print Option.
To Print a Contact List
1) Click on the Contacts Icon at the Top of the screen.
2) Select View and choose to view the Contacts you are looking to Print.
3) While viewing these contacts, click the printer Icon which is located between the 'save to file' button and the 'red 'x' delete button'.
To Save a Contact To File:
While previewing the Contact's information, click Download and choose where to save the information to.
Note: Enterprise contact sharing can only be setup from the Enterprise Manager account
To share enterprise contacts:
1) Login using the Enterprise Manager account
2) Click the Preferences link in the top right corner of your account screen
3) Click Share Enterprise Contacts from the Enterprise section
4) Choose the group that you wish to share from the drop-down menu
5) Click the Create Sharing for Groups button
6) A new pop-up window will appear. Specify the type of access (Read Only, Modify Access, or Full Access) you would like to grant from the drop-down menu at the top of the screen.
7) SimpleClick™ the member that you would like to share with from the Contact listing on the left.
8) Click the Save button
Note: Contacts must be in a Contact Group in order to be shared and can only be setup from Sharer account
To share contacts:
1) Click the Actions Drop Down Menu from the Contacts section.
2) Click the Manage Sharing option.
3) Choose the group that you want to share from the drop-down menu.
4) Click the Modify button.
5) A new pop-up window will appear. SimpleClick™ the members you would like to grant sharing access to.
6) Select the level of access you would like to grant. (Read Only, Modify, Full Access).
7) Click the Save button
To view shared contacts at anytime:
1) Click the Shared tab on the bottom left hand side of your contact window
To view and manage shared contacts:
1) Click the Contacts icon
2) Select View from the Contacts application.
3) Choose the appropriate shared Contacts to view.
4) Your ability to manage these contacts will be dependent on the level of access you were granted to these shared contacts.
To upload a photo to a Contact:
1) Preview the Contact's information.
2) Click on the Add Photo image and Browse for the appropriate file.
3) Click Upload.
These are the valid image types that we currently support for upload:
You can view many aspects of Contact information.
To Map Out Directions to a Current Contacts Address.
1) In the Contact's preview, click on the address you wish to map out.
2) A new window will populate the address for Mapquest directions.
3) Enter the Information accordingly.
To View or Edit Custom Fields
1) In a Contact's preview, click on the Custom Fields tab.
2) Click Edit to create these fields.
To View the Detailed Information for a Contact.
1) Preview a Contact and select the Detailed tab.
To View the History of a Contact.
1) Preview the Contact and select the History tab. View or Edit the history for this contact.
When you preview a Contact, the Overview will be displayed.
To view enterprise contacts at anytime:
1. Click the Enterprise tab on the bottom of your contact window
To view and manage enterprise contacts:
1. Click the Contacts icon
2. Select View>Enterprise Contacts.
3. Select which group you would like to view or just select All.
The available buttons will vary depending on the level of access you have to the Enterprise contacts (Read Only, Modify Access, or Full Access). The access level granted can only be changed by an Enterprise Manager.