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.
For more general information about the Contacts feature, check out our feature page.
Please select the email program you are using to manage your emails
- Outlook
- Where can I see the Contacts?
- What information can I see in the Contacts view?
- How do I create a Contact?
- How do I delete a Contact?
- How do I import all of my Contacts at once?
- How do I create and share Notes connected with a Contact?
- How do I create and share Tasks connected with a Contact?
- How do I share other information on a Contact?
- Mobile App
How do I organize my contacts in Outlook?
Where can I see the Contacts?
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 with 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. Moreover, you can add information about your Contact, like name, company, position, phone number, etc.
2. You can add Notes about the Contact and create Tasks.
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.
5. You can 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.
Add Task to my Contacts
You have two options on how to add a Task.
Option a)
1. a) Click Contacts Tab and select the Task button to add a Task.
2. a) Write your Task. It will be saved automatically.
3. a) You can add a reminder to your Task. If you add a reminder, you will get a notification on your desktop reminding you to complete your Task.
To set a reminder for your Task, click Set Reminder and choose a time interval from the presets. Your reminder will be saved automatically.
4. a) Or click Set Reminder and choose a date and time from the calendar and clock menu. Click Set to save the reminder.
To set customized automation for your Task, click on the automation button (flash icon) and choose what you would like to happen to your Task when your recipient has replied to you.
7. a) To edit your Task, click anywhere inside your Task to open the edit mode and make changes to your Task.
Option b)
You have the option to add a quick task to your email. The quick task is a pre-filled Task that can be added with just two clicks. Here is how you add a QuickTask.
1. Go to an existing email, or start composing a new one.
2. b) Choose a Quick Task. You can choose between your Most recent task or your Most used task. Or you can add a Follow-up task to get reminded to follow up on your email if your recipient doesn't reply. You can also set an empty New task from the dropdown menu.
5. b) To delete a Task, hover over it to display the bin icon and click it.
How do I create a Contact?
You can create a Contact by importing information on your recipient from your Outlook Contacts and from your email.
- Click on the Select Create Contact button.
2. You Contact has been created. Click on the pen icon to add more information to your contact.
3. Click Add more details to select more information you want to add manually to your Contact.
4. Add the information in the field.
5. 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 your email client 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. You can either import your contacts from your Outlook Contacts or from a CSV file.
3.1 To import your Outlook Contacts, click the plus icon and select Outlook Contacts.
3.2. Give Mailbutler permission to access your contacts.
3.3. Click Import Contacts and select the contacts you would like to be imported.
3.4 Click Import Contacts and select the CSV file you would like your Contacts to be imported from.
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 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 collaborators, click on the sharing button on the right-hand side of the Notes box and pick the Collaborator 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.
To share a Task Reminder with your Collaborator, click on the sharing button on the box and pick the Collaborators you want to share the Task Reminder with.
How do I share other information on a Contact?
Apart from Notes and Tasks, you can also share the information you have entered under Labels with your Collaborators. To do that, click on the sharing button on the right of the Label.
1. Click on the pen icon to open the editing menu.
2. Click on the sharing button to share information with a Collaborator.
3. You will see the Collaborator you have shared information with next to your Contacts' profile picture.
How do I organize my contacts on the Mobile App?
Where can I see the Contacts?
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.
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, Tasks, and Follow up Reminders about the Contact.
4. You can 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.
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.
3. Enter the recipients' email address and click Add.
4. Click on the pen icon to add more information to your contact.
5. Click Add more details to select more information you want to add manually to your Contact.
To delete the created Field, swipe the section to the left.
Currently, there is no delete button for Contacts. To delete a Contact, you need to remove the information on a Contact manually by clicking the pen icon to view more details.
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, 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.
How do I create and share Tasks connected with a Contact?
Please see: “How do I create and share Task connected to the contact?” and read more about Tasks here.
How do I share other information on a Contact?
Apart from Notes and Tasks, you can also share the information on your Contacts like email address, phone number, company, etc. with your team.
Can't find what you're looking for?