iCloud contacts For iOS operating system, there is this option to import contacts from iPhone/iPad into the contact database on the system. The prerequisite is that you have iCloud active (https://www.icloud.com/) and have contacts from iPhone/iPad in iCloud. So, first of all, open Contacts in iCloud. Export contacts from iCloud…
Step 1 – Export function You have two options to choose from. Either click on the contacts you want to manually select the ones you want to back up (1) from your database or use the button to mark all contacts (2) to select all contacts. Once you have all…
Create a contact in the Classic Contacts module Individual contacts can be added in the Contacts module (1) via the New button (2). If you want to add multiple contacts to your contact database at once, you can use the contact import (for more information, see Import contacts from a…
Step 1 In the Contacts module, you can use the contact rental function on the top control bar. First, however, you need to select from your database those contacts that you want to lend and mark them (1). Then click on Rent Contacts (2) to bring up the contact loan…
In the Contacts module on the top control bar, you can use the contact sharing function. But first you need to select the contacts you want to share from your database and mark them (1). Then click More Actions (2) and Sharing (3). This will show three options. 1. Click…
To transfer one of your contacts to your colleague, you can use the Contact Transfer feature. First, you need to mark the contact/contacts you want to transfer (donate) (1), click On Transfer (2), and then in the dialog box select the person to whom you want to transfer the selected…
Contact search In the Contacts module, first click the magnifying glass icon (1). Then tick where to look (2). Finally, enter the phone or first name, or surname, or other in the search field (3) and FreshFlow will show you the search result. Set up columns for filtering In Contacts,…
View all information about a contact When you click the Show All Contacts button (1), all the columns set in the extended view, or the categories of data available for each contact in the database, appear in the basic view (2). Displaying all columns is obviously not optimal for normal…
Use the Bulk Change feature to edit a single piece of information for multiple contacts at once. For example, if we want to change the Client Relationship to Warm for multiple clients, mark the selected contacts (1), click on Bulk Changes (2) and a new dialog box will appear. In…
Delete a contact individually To delete individual contacts, first display the Delete Contact column (1) or use the view “3. Control”. Then, for the contact you wish to delete, click the “X” icon (2) in the “Delete Contact” column. A confirmation question will be displayed, clicking on Yes (3) will…