You can also add additional information to the individual recipients, and use Mailbutler features, like Notes and Tasks, on your individual contacts. You can also share the added information with your team.

Please be aware that the Contacts feature only comes with our Business level plan. 

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



Please note that if you want to check out how you can use the Contacts feature on Outlook and on the Dashboard click here.

NEW FEATURE: Follow-up Reminder is also available in Contacts!

Please select the software you are using for your emails.

How do I organize my contacts in Apple Mail?

Where can I see the Contacts in Apple Mail?

1. Open Apple Mail.

2. Go to your inbox/sent folder and select an email.

3. Open the Mailbutler Sidebar by clicking on the Mailbutler Icon.

4. Select Contacts at the top of the Sidebar.

 

5. To switch between the individual Contacts associated wit the email (sender, recipient, CC Contacts), click on the icons in the top right corner.

 

What information can I see in the Contacts view?

 

1. In the contacts view, you can add information about your Contact, like name, company, position, phone number etc.

2. You also can add Notes, Tasks and Follow-up Reminders to your Contact.

3. You can see 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.

4. You can see your email history with your Contact. Please note that you will only see the email history for Contacts you have sent an email to using the Tracking feature.

Follow-up is now available in Contacts!

1. To set a Follow-up reminder for a Contact, click the Follow-up Reminder icon.

2. A Follow-up Reminder will be set based on the default interval you have set in your Mailbutler Preferences.

3. To change the date and time for your Follow-up Reminder, click on the reminder button, and choose a time interval from the presets. Your reminder will be saved automatically. 

4. Or click on the reminder button and choose a date and time from the calendar and clock menu. Click Set to save the reminder.

5. NEW FEATURE: You will also see a status " Waiting for reply" when the recipient hasn't replied yet.

6. If you don't receive a reply on your email, Mailbutler will send you a notification reminding you to follow-up at the time you have selected.

7. When a recipient replies, the status changes to "Contact replied". It will also show when the contact replied to your email.

8. Mark your Contact Follow-up reminders as complete by clicking on the icon. You can UNDO it by clicking it again.

9. You Delete them by hovering your cursor to the followup, then clicking on (this cannot be reverted).

How do I create a Contact?

You can create a Contact by importing information on your recipient from your system’s address book and your email.

1. Click Create Contact.

2. You Contact has been created. Click on the pen icon to add more information to your contact.

3. Click Add to import information Mailbutler has found on your Contact.

 

4. Click Add more details to select more information you want to add manually to your Contact.

 



5. Add the information in the field.

 

6. You will see the information added to your Contact.

 

How do I delete a Contact?


To delete a Contact, click the pen icon to open the editing menu. In the editing menu, click Delete contact.

 

How do I import all of my Contacts at once? 

1. Open Apple Mail and in the Mailbutler sidebar click on the Account Settings () button, then Account & Preferences.

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

3. Click the plus icon and select Apple Contacts.

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

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

How do I create and share Notes connected with a Contact?

1. Click on the Note icon and add a Note.

To delete the Note you have created, click on the bin icon on the right-hand side.

To share the Note with your team, click on the sharing button on the left-hand side of the Notes box and pick the team you want to share the Note with.

How do I create and share Tasks connected with a Contact?

Please see: “How do I create and share Notes connected to the Contact?” and read more about Tasks here.

How do I share other information on a Contact with my team?

Apart from Notes and Tasks, you can also share the information on your Contacts like email address, phone number, company etc. with your team.

1. Click on the pen icon to open the editing menu.

2. Click on the sharing icon to share information with your team.

3. You will see the teams you have shared information with next your Contacts' profile picture.



How do I organize my contacts in Gmail?

Where can I see the Contacts in Gmail?

1. Open Gmail.

2. Go to your inbox/sent folder and select an email.

3. Open the Mailbutler Sidebar by clicking on the Mailbutler Icon.

4. Select Contacts at the top of the Sidebar.

5. To switch between the individual Contacts associated wit the email (sender, recipient, CC Contacts), click on the icons in the top right corner.

What information can I see in the Contacts view?

1. In the contacts view, you can add information about your Contact, like name, company, position, phone number etc.

2. You also can add Notes, Tasks and Follow-up Reminders to your Contact.

3. You can see 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.

4. You can see your email history with your Contact. Please note that you will only see the email history for Contacts you have sent an email to using the Tracking feature.

Follow-up is now available in Contacts in Gmail!

1. To set a Follow-up reminder for a Contact, click the Follow-up Reminder icon.

2. A Follow-up Reminder will be set based on the default interval you have set in your Mailbutler Preferences.

3. To change the date and time for your Follow-up Reminder, click on the reminder button, and choose a time interval from the presets. Your reminder will be saved automatically. 



4. Or click on the reminder button and choose a date and time from the calendar and clock menu. Click Set to save the reminder.

5. NEW FEATURE: You will also see a status " Waiting for reply" when the recipient haven't replied yet.

6. If you don't receive a reply on your email, Mailbutler will send you a notification reminding you to follow-up at the time you have selected.

7. Mark your Contact Follow-up reminders as complete by clicking on the icon. You can UNDO it by clicking it again.

8. You Delete them by hovering your cursor to the followup, then clicking on (this cannot be reverted).

How do I create a Contact? 

You can create a Contact by importing information on your recipient from your system’s address book and your email.

1. Click Create Contact.

 

2. You Contact has been created. Click on the pen icon to add more information to your contact.

 

3. Click Add to import information Mailbutler has found on your Contact.

 

4. Click Add more details to select more information you want to add manually to your Contact.

 

5. Add the information in the field.

 

6. You will see the information added to your Contact.

How do I delete a Contact?

To delete a Contact, click the pen icon to open the editing menu. In the editing menu, click Delete contact.

How do I import all of my Contacts from Google to Mailbutler at once? 

1. Open Gmail and in the Mailbutler sidebar click on the Account Settings () button, then Account & Preferences.

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

3. Click the plus icon and select Google Contacts.

 

How do I create and share Notes connected with a Contact?

1. Click on the Note icon and add a Note.

To delete the Note you have created, click on the bin icon on the right-hand side.

 To share the Note with your team, click on the sharing button on the left-hand side of the Notes box and pick the team you want to share the Note with.

How do I create and share Tasks connected with a Contact?

Please see: “How do I create and share Notes connected to the Contact?” and read more about Tasks here.

How do I share other information on a Contact with my team?

Apart from Notes and Tasks, you can also share the information on your Contacts like email address, phone number, company etc. with your team.

1. Click on the pen icon to open the editing menu.

2. Click on the sharing icon to share information with your team.

 
3. You will see the teams you have shared information with next your Contacts' profile picture.