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Contact Management

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  • Contact Notes Experience Changes
  • How to: Add or Edit Layouts
  • How do I create a sub-folders?
  • Where are my "New Contacts"? How to Pin a Saved Search or folder to Quick Views.
  • How to import contacts [Video]
  • How to move or edit contacts in bulk?
  • How do I transfer contacts to another user and where do they go?
  • Why are my contacts are not clickable so I can open them? How do I open a contact with no name?
  • How do I reset the order of contacts to match my file?
  • How can I split text into columns in spreadsheets for imports when names or other data is put together?
  • How are time zone v. local time v. allowed dial times calculated?
  • How do I sort my contacts?
  • How do I set an appointment for a follow up call?
  • How do I import contacts?
  • How do I create a new folder or list?
  • Can I merge duplicate contacts in my account?
  • Why does the email status not change after updating email?
  • How can I make my Contacts Manager load faster?
  • How do I convert my spreadsheet to a CSV for importing without Excel?
  • How do I set up email sending?
  • Contact Transfer History
  • What are import templates?
  • How many contacts can I import?
  • Can you search or filter contacts by notes?
  • How can I attach documents to an email using SmartSender?
  • How can I move contacts from one folder to another after import?
  • How do I sort my contacts by tags?
  • How do I use Advanced Search and Saved Search?
  • How Do I Export Contacts/Dial Sessions out of PhoneBurner?
  • How do I delete contacts?
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