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 manage my contacts in the Dashboard?
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 manage my contacts in the Dashboard?
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 manage my contacts in the Dashboard?
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?
What information can I see in the Contacts tab?
How do I manage my contacts?
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 on the sidebar icon to open the Mailbutler Sidebar.


2. Switch to the Contacts tab by clicking on the icon of the email sender/recipient that you would like to add to your Mailbutler contacts.

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 on the sidebar icon to open the Mailbutler Sidebar.

2. In the Mailbutler Sidebar, click on the Account Settings () button, 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. 

8. To delete a contact, go to the contact editing menu and click Delete contact.

 

What information can I see in the Contacts tab?

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

2. Switch to the Contacts tab by clicking on the icon of the email sender/recipient.

  • 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 manage my contacts in the Dashboard?


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

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

2. Click on the Dashboard button.

3. 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 sidebar icon to open the Mailbutler Sidebar.

2. Switch to the Contacts tab by clicking on the icon of the email sender/recipient.


3. Click the Smart Assistant button.
4. Click Compose.

5. Type in a few keywords and click Compose.

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. Switch to the Contacts tab by clicking on the icon of the email sender/recipient that you would like to add to your Mailbutler contacts.

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 on the Account Settings () button, 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. 

8. To delete a contact, go to the contact editing menu and click Delete contact.

 

What information can I see in the Contacts tab?

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

2. Switch to the Contacts tab by clicking on the icon of the email sender/recipient.

  • 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 manage my contacts in the Dashboard?


You can find a list of all your contacts in your Mailbutler Dashboard 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 Dashboard button.

3. 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. Switch to the Contacts tab by clicking on the icon of the email sender/recipient.


3. Click the Smart Assistant button.
4. Click Compose.

5. Type in a few keywords and click Compose.

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. Switch to the Contacts tab by clicking on the icon of the email sender/recipient that you would like to add to your Mailbutler contacts.

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 on the Account Settings () button, 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. 

8. To delete a contact, go to the contact editing menu and click Delete contact.

 

What information can I see in the Contacts tab?

 

1. Open the Mailbutler Sidebar.

2. Switch to the Contacts tab by clicking on the icon of the email sender/recipient.

  • 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 manage my contacts in the Dashboard?


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

1. 1. Open the Mailbutler Sidebar.

2. Click on the Dashboard button.

3. 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. Switch to the Contacts tab by clicking on the icon of the email sender/recipient.


3. Click the Smart Assistant button.
4. Click Compose.

5. Type in a few keywords and click Compose.

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. Go to the Email tab.



2. Switch to the Contacts tab by clicking the Contacts button at the top.



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.

 

 

What information can I see in the Contacts tab?

1. Go to the Email tab.

2. Switch to the Contacts tab by clicking the Contacts button at the top.



  • 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 manage my contacts?


You can find a list of all your contacts in your Mailbutler Mobile app and manage them from there (edit the existing contacts, add Notes and Tasks, create new contacts).

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: