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

 

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.

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

3. NEW FEATURE: Follow-up feature in Contacts.

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

5. 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 on Contacts, click on When to follow-up located in the Sidebar.

2. You can either select or input the date and time from the calendar.

3. A Follow-up Reminder will be created.

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

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

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

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

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.

  1. 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. Click the plus icon and select Apple Contacts.
4. Give Mailbutler permission to access your contacts.

5. Click Import Contacts.

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.

 

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 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. 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 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.