Furthermore, you can add additional information to the individual recipients. Moreover, you can add Mailbutler features like Notes and Tasks to your recipients. You can also share the added information with your team.

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

Please select the software you are using for your emails.

Where can I see the Contacts in Outlook?

1. Open Outlook.

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 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.

2. Moreover, you can add information about your Contact, like name, company, position, phone number etc.

3. You can add Notes about the Contact and create Tasks.

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.

How do I create a Contact? (Option 1)

You can create a Contact by importing information on your recipient from your Outlook Contacts and from your email.

  1. Click on Select importable information.
Screenshot of Import button Outlook

2. Click on the Import buttons for the information you want to add to your Contact.

Screenshot of importable information in Outlook

The information will be added to your Contact.

Screenshot of imported information in Outlook

How do I create a Contact? (Option 2)

You can create a Contact from an existing email by manually adding information to your Contact.

1. Select a label: Name, Email, Company, Position or Phone or add your own Label.

2. Add your information under Value.

3. When you have added the information, another Label and Value field pops up.

4. Click enter or anywhere outside the field to save the entered information.

How do I create a Contact? (Option 3)

You can import information on your Contact from an email.

1. Click on the pluses.

Screenshot of plus buttons for importing information in Outlook

The information will be added to your Contact.

Screenshot of information added to Contact in Outlook

 

Currently, there is no delete button for Contacts. To delete a Contact, you need to remove the information on a Contact manually from the "Label" and "Value" fields. Once you have removed all the information, the Contact will disappear.

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

1. Click on Note to create a new Note.

2. Write your note and click enter or anywhere outside the field to save the entered information.

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 you have entered under Labels with your team. To do that, click on the sharing button on the right to the Label.

 

Where can I see the Contacts in the mobile app?

Please note that on the mobile app you can create a new Contact from scratch. You cannot create a contact from an existing email. However, you can access the Contacts view for existing contacts. You can also edit and add information on existing Contacts.

1. Open the Mailbutler app on your phone.

2. Go to your email and click on your email.

3. Click on Contacts at the top to open the Contacts view.

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

Screenshot of Contacts view in the mobile app

What information can I see in the Contacts view?

Screenshot of information in Contacts view in mobile app

1. In the Contacts view 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.

2. Moreover, you can add information about your Contact, like name, company, position, phone number etc.

3. You can add Notes about the Contact and create Tasks.

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.

How do I create a new contact?

1. Go to Contacts in the menu bar at the bottom.

2. Click on the Contacts icon.

Screenshot of how to add new Contact in mobile app

3. Enter the recipients email address and click Add.

Screenshot of where to add new Contacts email address in mobile app

4. You can now create a new Contact.

1. Select a Label: Name, Email Company, Position or Phone or add your own Label.

2. Add your information under Value.

3. Click anywhere outside the filed to save the entered information.

Screenshot of Label and Value field in mobile app

4. When you have added the information, another Label and Value field pops up.

Screenshot of new Label and Value field in Apple Mail

To delete the created Label, swipe the section to the left.

Screenshot showing how to delete Label and Value in Apple Mail

Please note that you can also import existing information on the Contact by clicking on Select importable information at the bottom of the Contacts view.

Currently, there is no delete button for Contacts. To delete a Contact, you need to remove the information on a Contact manually from the "Label" and "Value" fields. Once you have removed all the information, the Contact will disappear.

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

1. Click on Note to create a new Note.

2. Write your note and click enter or anywhere outside the field to save the entered information.

Screenshot of how to add Note in Contacts view in mobile app

To delete the Note you have created, swipe the Note to the left.

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

Screenshot of Sharing Note in Contacts view in mobile app

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 you have entered under Labels with your team. To do that, click on the sharing button on the right to the Label.

Screenshot of how to share other information in Contacts view in mobile app

How do I manage my Contacts in the Dashboard?

1. Log into your Dashboard -> go to Contacts.

2. You can see all your Contacts here, edit them and add new Contacts.

Screenshot of Contacts in Dashboard

How can I manage my Notes added to a Contact?

1. Go to Notes in the sidebar menu in the Dashboard.

2. Click on the sharing button in your Notes to share a Note with your team.

3. Click on the envelope icon to display the Contacts view.

You can edit information on your Contacts in the Contacts view.

How can I manage my Tasks added to a Contact?

1. Go to Tasks in the sidebar menu in the Dashboard.

2. Click on the sharing button in your Tasks to share the Task with your team.

3.. Click on the envelope icon to display the Contacts view.

You can edit the information on your Contact in the Contacts view.