• Add a new contact :
Click on “contact” tab -> “New contact” and fill out the form.
To add a correspondent to your contact list from an email: right-click on the name of the sender. If the sender is already in your contact list, you will have the option to edit it. If it is not part of your contacts, click on “add to contacts”.
On the next page, you will have a more complete form to fill in the details of this new contact.
click then on “save”.
You’ll find all contacts you saved in the “contacts” tab.
• Share a contact or a contacts folder:
Right click on contact or small arrow -> Share contacts folder.
Or: right click on the contact -> Forward contact
• Sort contacts (folder and group):
Option 1: Create a customized contact folder / address book:
This option is useful to sort your contacts by type for example.
In the “contact” tab, right click on “contact list” or on “contact” or click on the small black drop-down arrow.
Then, click on “new contacts folder”.
Fill in the name of the folder, a color if you want and click ok
You will find your new contact folder under “contact” like this:
Option 2: Create a Contact Group / Mailing List:
Useful to send mails distribution to a group of contact.
Click on the small black drop-down arrow next to “new contact” and click on “contact group”.
On the next page :
Choose the name of your contact group (1). In the list (2) choose the contact (s) you want as a member and click “add” or “add all” to add all the contacts (3) to the group. Or, type the email address (es) in the bottom window (4) and click on add (5). If you make a mistake, to remove a contact from the group, click on the red cross (6). In “Location” (7) you can choose in which folder your group will be: Contacts folder or other folder previously created. Once you have your group list, click on “save” (8)
You will find your contact group in the chosen folder. In the example here: we find the group “prospects” in the folder “contacts”.
• Edit / delete a contact
In the contact tab, select the contact and click “edit” or “delete”. Or, right-click on the contact and choose “edit contact” or “delete”.