Frequently asked questions about the Contacts application.
Yes, To email a group of Contacts, Use SimpleClick™ to enter individuals or groups without typing in addresses.
Open a new email:
1) Click on To button
2) Click on group name or the individual contacts you wish to send the email to.
Yes, to export contacts:
1) Click the Contacts icon
2) Click the drop-down arrow next to Actions
3) Choose Import/Export Contacts.
4) Select the Section of contacts you would like to delete (Enterprise, Personal, Shared or all)
5) Choose the type of format you would like to export these contacts ( CSV or vCards)
6) Click Export
Yes. Contacts can be filtered by clicking on header columns or by clicking on the Letter of the contact.
To filter by the header column:
1) Click on the Contact icon
2) Click on the desired column in which you want to filter (display name, work email, etc..)
To filter by Letter of Contact
1) Click on the desired Letter
Importing Contact Information
You can import a previously existing contact list from ACT!, MS Outlook, Outlook
Express, or Goldmine.
You must first export your contact information from your other contact manager
program. Follow that program's directions for exporting contact information. Save
the contact information in .CSV format (comma separated values). If allowed to choose a specific .CSV file format, choose a DOS formatted .CSV.
To access the importing feature:
1) Click the Contacts button at the top of the application.
2) Click on the drop-down arrow next to Actions.
3) From the Program drop-down list, select Import/Export Contacts.
4) Click the Import button.
5) Click Browse
6) Select the file you wish to upload, and click Open.
7) Select a group to import to (If any)
8) Click Import.
9) Create field mapping from the grid for all incompatible fields
10) Click Accept.
Yes, There are three ways to modify and existing group:
From the Contacts application you can:
1) Click the drop-down arrow on the VIEW button
2) Select the Groups, and then the type of groups you would like to view (Enterprise or Personal)
3) A list of Groups will then appear in the grid below with the options to share, modify, or delete.
4) Select the MODIFY button across from the group(s) you wish to modify.
5) From there you can add or remove contacts and click SAVE when finished.
-or-
1) Click the drop-down arrow next to View
2) Highlight Personal Contacts or Enterprise Contacts
3) Select the desired group
4) Click the drop-down arrow next to Actions
5) Click Modify Group
6) Make necessary changes ( rename Group add/remove contacts)
7) Click Save in the upper-left corner of the window
From the SImpleClick menu you can:
1) Right-click the Group name in the SimpleClick Window
2.) Click Modify Group
3) Make necessary changes ( rename Group add/remove contacts)
4) Click Save in the upper-left corner of the window
NOTE: Only users who have full access to Enterprise Contacts will have the option to add, modify, or delete these Contacts. Access can be granted to individual users by the Enterprise Manager.
Yes, you can print individual, groups or all contacts.
* If you are trying to print Enterprise or Personal you are in that section.
To print your contacts, follow the instructions.
For Individual:
1) Double click on the contact
2) Click on the print icon
For Group:
1) Click on group name in the SimpleClick Window (located in the far left pane)
2) Click on the print icon
-or-
1) Click drop-down arrow next to view
2) Highlight either Personal or Enterprise (depending where the group is located)
3) Select group name
4) Click print icon
For All:
1) Click on the Contacts icon
2) Click on print icon
Contact Sharing
Contact Manager allows users to share their contacts with other members. Clicking
on the Shared tab (in the Contacts pane) will allow you to see the contacts that other
users have shared with you.
Definitions: “Sharer” - The owner of the shared contacts.
“Sharee” - The recipient of the shared contacts.
There are two possible share methods:
Read Only (the sharee can only view).
Full Access (the sharee can view, delete, and edit).
To set up sharing from the sharer’s account.
1) Click on Contacts
2) Click on drop-down arrow next to Actions
3) Click Manage Sharing
4) Select the desired group for sharing
5) Click Modify
6) Use the SimpleClick feature to to select the group or individual you would like t share the contact or contacts with
7) Click Save
Yes, To turn the Preview Pane Off/On:
1) Click Preferences in the upper-right corner of the screen
2) Click General Settings under the Contacts section of preferences
3) Under Preview Pane select Off or On
4) Click Save
To Create a New Personal Group:
1) Click the Contacts icon
2) Click on the drop-down arrow next to New
3) Select Personal Group
4) Type the Name of the Group
5) Click the contacts you would like to add from the contact listing on the left
6) Click the Save button in the upper-left corner of the screen
Enterprise Contacts can be viewed from the SimpleClick menu on the left or through the Contacts application.
To View in SimpleClick:
To View from Contacts:
NOTE: You can use the arrow next to the Enterprise Contacts option to select specific groups for viewing.
SimpleClick™ is BlueTie's patented name-based system that makes it incredibly easy to communicate and share information with people with the simple click of a button. Use SimpleClick™ to instantly insert names within the BlueTie application when writing emails, sharing files, or when instant messaging.
To use SimpleClick™:
1) Click on the “To” button and your contact list will appear on the left-hand side of the window.
2) You may choose from personal, shared, and enterprise contacts.
3) Simply click on the desired names to automatically insert them into the “To” field of your email.
4) To send carbon copies of your outgoing email to others, enter additional email
addresses in the “CC” field by using SimpleClick™ or by manually typing them in.
5) To send a blind carbon copy that does not display the recipient's email address to
other recipients, enter the email addresses in the “BCC” field by using SimpleClick™
or by manually typing in the address.
Modify Access allows a user to make changes to the contacts but does not allow the user to delete the contact.
Full Access allows users to both modify and delete contacts.