For more general information about the Contacts feature, check out our feature page.


Select your email client:


Apple Mail
How do I create a contact manually?
How do I import all of my Apple contacts?
What information can I see in the Contacts tab?
How do I view all of my contacts in a list?
How do I add Notes and Tasks to my contacts?
How do I use the Smart Assistant for my contacts?

Gmail
How do I create a contact manually?
How do I import all of my Google contacts?
What information can I see in the Contacts tab?
How do I view all of my contacts in a list?
How do I add Notes and Tasks to my contacts?
How do I use the Smart Assistant for my contacts?

Outlook 
How do I create a contact manually?
How do I import all of my Outlook contacts?
What information can I see in the Contacts tab?
How do I view all of my contacts in a list?
How do I add Notes and Tasks to my contacts?
How do I use the Smart Assistant for my contacts?

Mobile App
How do I create a contact manually?
What information can I see in the Contacts tab?
How do I view all of my contacts in a list?
How do I add Notes and Tasks to my contacts?



Apple Mail


How do I create a contact manually?

You can create a contact manually or import all of your contacts from your system's address book or a CSV file.


1. Click the Mailbutler icon at the top of your Apple Mail window to open the Mailbutler Sidebar.


2. Select an email from which you would like to add contact information and click on the name/email address of the contact that you would like to save.


3. Click Create contact.

4. Your contact has been created. Click on the pen icon to add more information to your contact.

5. Click Add more details to add more information on your contact.

 

6. To delete a contact, click Delete contact.



How do I import all of my Apple contacts?

1. Click the Mailbutler icon at the top of your Apple Mail window to open the Mailbutler Sidebar.

2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.


3. A new window will open. Select Integrations under Preferences in the sidebar on the left.

4. You can either import your contacts from your Apple Contacts or from a CSV file.

5. To import your Apple Contacts, click the plus icon and select Apple Contacts.

6. Click Import Contacts and select the contacts that you would like to be imported.

7. To import contacts from your CSV file, follow the instructions in this article.

Please be aware that you can not remove all of these contacts at once, after importing them. They would have to be individually deleted. 

 

What information can I see in the Contacts tab?

1. Click the Mailbutler icon at the top of your Apple Mail window to open the Mailbutler Sidebar.

2. Open a contact by clicking on the name of the contact.

  • See information on your contact, like name, company, position, phone number, etc. - 1
  • Add Notes and Tasks to your contact, and use the Smart Assistant to help you compose emails to your contact - 2
  • Check when the best time is to reach the contact and how long the contact takes to open and reply to your emails. (We take the data on the best time to reach a contact from the tracking information.) - 3
  • See your email history with your contact. The email history is navigable - you can click on any email in the list to see more details on the message and to open the message in your email application. (Please note that you will only see the email history for Contacts you have sent an email to using the Tracking feature.) - 4


 

How do I view all of my contacts in a list?


You can find a list of all your contacts under the Contacts tab in your navigation bar and manage them from there (edit the existing contacts, add Notes and Tasks, use the Smart Assistant, create new contacts).


1. Click the Mailbutler icon at the top of your Apple Mail window to open the Mailbutler Sidebar.



2. Click on the Contacts tab to view a list of all your contacts.


How do I add Notes and Tasks to my contacts?

Adding Notes and Tasks to contacts works the same way as adding Notes and Tasks to emails, the only difference being that you add them in the Contacts tab.
For instructions, please head to these articles:

1. Click the Mailbutler icon at the top of your Apple Mail window to open the Mailbutler Sidebar.

2. Open a contact by clicking on the name of the contact.


3. Click the Smart Assistant button.

4. Click Compose.

5. Type in a few keywords and click Submit.

6. The Smart Assistant will draft an email for you. To insert the draft into a new email, click Open draft.


Gmail

How do I create a contact manually?

You can create a contact manually or import all of your contacts from your Google Contacts or a CSV file.

1. Click on the Mailbutler icon to open the Mailbutler Sidebar.


2. Select an email from which you would like to add contact information and click on the name/email address of the contact that you would like to save.

3. Click Create contact.

4. Your contact has been created. Click on the pen icon to add more information to your contact.

5. Click Add more details to add more information on your contact.

 

6. To delete a contact, click Delete contact.



How do I import all of my Google contacts?

1. Click on the Mailbutler icon to open the Mailbutler Sidebar.

2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.

 

3. A new window will open. Select Integrations under Preferences in the sidebar on the left.

4. You can either import your contacts from your Google Contacts or from a CSV file.

5. To import your Google Contacts, click the plus icon and select Google Contacts.

6. Click Import Contacts and select the contacts that you would like to be imported.
7. To import contacts from your CSV file, follow the instructions in this article.

Please be aware that you can not remove all of these contacts at once, after importing them. They would have to be individually deleted. 
 

What information can I see in the Contacts tab?

1. Click on the Mailbutler icon to open the Mailbutler Sidebar.

2. Open a contact by clicking on the name of the contact.

  • See information on your contact, like name, company, position, phone number, etc. - 1
  • Add Notes and Tasks to your contact, and use the Smart Assistant to help you compose emails to your contact - 2
  • Check when the best time is to reach the contact and how long the contact takes to open and reply to your emails. (We take the data on the best time to reach a contact from the tracking information.) - 3
  • See your email history with your contact. The email history is navigable - you can click on any email in the list to see more details on the message and to open the message in your email application. (Please note that you will only see the email history for Contacts you have sent an email to using the Tracking feature.) - 4

 

How do I view all of my contacts in a list?


You can find a list of all your contacts under the Contacts tab in your navigation bar and manage them from there (edit the existing contacts, add Notes and Tasks, use the Smart Assistant, create new contacts).

1. Click on the Mailbutler icon to open the Mailbutler Sidebar.

2. Click on the Contacts tab to view a list of all your contacts.

How do I add Notes and Tasks to my contacts?

Adding Notes and Tasks to contacts works the same way as adding Notes and Tasks to emails, the only difference being that you add them in the Contacts tab.
For instructions, please head to these articles:

1. Click on the Mailbutler icon to open the Mailbutler Sidebar.

2. Open a contact by clicking on the name of the contact.


3. Click the Smart Assistant button.
4. Click Compose.
5. Type in a few keywords and click Submit.

6. The Smart Assistant will draft an email for you. To insert the draft into a new email, click Open draft.


Outlook 

How do I create a contact manually?

You can create a contact manually or import all of your contacts from your system's address book or a CSV file.

1. Open the Mailbutler Sidebar.

2. Select an email from which you would like to add contact information and click on the name/email address of the contact that you would like to save.

3. Click Create contact.

4. Your contact has been created. Click on the pen icon to add more information to your contact.

5. Click Add more details to add more information on your contact.

 

6. To delete a contact, click Delete contact.



How do I import all of my Outlook contacts?

1. Open the Mailbutler Sidebar.

2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.

3. A new window will open. Select Integrations under Preferences in the sidebar on the left.

4. You can either import your contacts from your Apple Contacts or from a CSV file.

5. To import your Apple Contacts, click the plus icon and select Outlook Contacts.

6. Click Import Contacts and select the contacts that you would like to be imported.
7. To import contacts from your CSV file, follow the instructions in this article.

Please be aware that you can not remove all of these contacts at once, after importing them. They would have to be individually deleted. 
 

What information can I see in the Contacts tab?


1. Open the Mailbutler Sidebar.

2. Open a contact by clicking on the name of the contact.

  • See information on your contact, like name, company, position, phone number, etc. - 1
  • Add Notes and Tasks to your contact, and use the Smart Assistant to help you compose emails to your contact - 2
  • Check when the best time is to reach the contact and how long the contact takes to open and reply to your emails. (We take the data on the best time to reach a contact from the tracking information.) - 3
  • See your email history with your contact. The email history is navigable - you can click on any email in the list to see more details on the message and to open the message in your email application. (Please note that you will only see the email history for Contacts you have sent an email to using the Tracking feature.) - 4

 

How do I view all of my contacts in a list?


You can find a list of all your contacts under the Contacts tab in your navigation bar and manage them from there (edit the existing contacts, add Notes and Tasks, use the Smart Assistant, create new contacts).

1. Open the Mailbutler Sidebar.

2. Click on the Contacts tab to view a list of all your contacts.


How do I add Notes and Tasks to my contacts?

Adding Notes and Tasks to contacts works the same way as adding Notes and Tasks to emails, the only difference being that you add them in the Contacts tab.
For instructions, please head to these articles:

1. Open the Mailbutler Sidebar.

2. Open a contact by clicking on the name of the contact.


3. Click the Smart Assistant button.

4. Click Compose.
5. Type in a few keywords and click Submit.
6. The Smart Assistant will draft an email for you. To insert the draft into a new email, click Open draft.

 

Mobile App

How do I create a contact manually?

1. Click the Emails tab.


2. Select an email from which you would like to add contact information and select the Contacts tab. 



3. Click Create contact.


4. To delete a contact, swipe it to the left and then tap the Delete button.

 


What information can I see in the Contacts tab?

1. Go to the Email tab.


2. Select an email and then switch to the Contacts tab.





3. Open a contact by clicking on the contact icon.




  • See information on your contact, like name, company, position, phone number, etc. - 1
  • Add Notes and Tasks to your contact 2
  • Check when the best time is to reach the contact and how long the contact takes to open and reply to your emails. (We take the data on the best time to reach a contact from the tracking information.) - 3
  • See your email history with your contact. The email history is navigable - you can click on any email in the list to see more details on the message and to open the message in your email application. (Please note that you will only see the email history for Contacts you have sent an email to using the Tracking feature.) - 4

 


How do I view all of my contacts in a list?


1. Go to the Contacts tab.

How do I add Notes and Tasks to my contacts?

Adding Notes and Tasks to contacts works the same way as adding Notes and Tasks to emails, the only difference being that you add them in the Contacts tab.
For instructions, please head to these articles: