1. Home
  2. Using Mailbutler
  3. Dashboard
  4. How do I use the Contacts feature?
  1. Home
  2. Using Mailbutler
  3. Inbox Features
  4. Contact Details
  5. How do I use the Contacts feature?

How do I use the Contacts feature?

The Mailbutler Contacts feature helps you organise your email recipients. With the Contacts feature you can see detailed information about the email activity of your recipients. 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.

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.

Screenshot of Contacts view in Apple Mail

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

Screenshot of icons in Contacts view in Apple Mail

What information can I see in the Contacts view?

Screenshot of information in Contacts view in Apple Mail

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.

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 system’s address book and from your email.

1. Click on Import.

Screenshot import button in Apple Mail

2. Select importable information and click on Import. You can import all information or untick the fields for the information you don’t want to import.

Screenshot of importable information in Apple Mail

The information will be added to your Contact.

Screenshot of information added to contact in Apple Mail

How do I create a Contact? (Option 2)

You can import all your Contacts from your system’s address book at once.

1. Go to Mail > Preferences > Mailbutler.

2. Click on Import Contacts.

Screenshot of "Import Contacts" button in Mail Preferences (Apple Mail)

3. Select importable information from your system’s address book and click on Import. You can import all information stored in your address book or untick the fields for the Contacts and information on Contacts you don’t want to import.

Screenshot of Import window (Apple Mail)

How do I create a Contact? (Option 3)

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 – by clicking on the arrows next to Label or add your own Label by typing it into the Label field.

Screenshot of Label and Value field in Apple Mail

2. Add your information under Value by typing it in the Value field.

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

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 entered Label and Value, move your mouse to the left corner in the section. A minus will appear. Click on the minus to delete the entered information.

Screenshot showing how to delete Label and Value in Apple Mail

How do I create a Contact? (Option 4)

You can import information on your Contact from an email.

1. Click on the pluses.

Screenshot of plus buttons for importing information on Contact in Apple Mail

The information will be added to your Contact.

Screenshot of information added to Contact in Apple Mail

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 filed to save the entered information.

Screenshot of how to add Note in Contacts view in Apple Mail

To delete the Note you have created, click on the three dots on the right-side of the box, then click on Delete.

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

Screenshot of Sharing Note in Contacts view in Apple Mail

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 Apple Mail

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.

Screenshot of Contacts view in Gmail

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

Screenshot of icons in Contacts view in Gmail

What information can I see in the Contacts view?

Screenshot of information in Contacts view in Gmial

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.

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 Google Contacts and from your email.

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

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

Screenshot of importable information in Google Contacts  (Gmail)

The information will be added to your Contact.

Screenshot of information added to Contact in Gmail

How do I create a Contact? (Option 2)

You can import all your Contacts from your Google Contacts at once.

  1. Right-click on the Mailbutler icon on the left in the top bar of your screen.
Screenshot of Mailbutler button in top bar

2. Open Options.

Screenshot of Options button

3. Click on Import Contacts.

Screenshot of "Import Contacts" button in Gmail

3. Select importable information from your Google Contacts and click on Import. You can import all information stored in your address book or untick the fields for the Contacts and information on Contacts you don’t want to import.

Screenshot of Import Window (Gmail)

How do I create a Contact? (Option 3)

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

1. Create a Label by typing it into the Label field.

2. Add your information under Value by typing it in the Value field.

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

Screenshot of Label and Value field in Gmail

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

Screenshot of new Label and Value field in Gmail

To delete the entered Label and Value, move your mouse to the right corner of the section. Click on the bin icon that will appear.

Screenshot of how to delete Label and Value in Gmail

How do I create a Contact? (Option 4)

You can import information on your Contact from an email.

1. Click on the pluses.

Screenshot of plus buttons for importing information on Contact in Gmail

The information will be added to your Contact.

Screenshot of information added to Contact in Gmail

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 filed to save the entered information.

Screenshot of new Note in Contacts view in Gmail

To delete the Note you have created, click on the three dots on the right-side of the box, then click on Delete.

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

Screenshot of how to share Note in Contacts view in Gmail

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 Gmail

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.

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
in

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

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 filed to save the entered information.

To delete the Note you have created, click on the three dots on the right-side of the box, then click on Delete.

 To share the Note with your team, click on the sharing button on the right 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 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.

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.

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 filed 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 right 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 to in your Notes to share the Note with your team.

Screenshot of sharing button in Notes in Dashboard

3. Click on the email button to view the Contacts view.

Screenshot of how to display Contacts view in Dashboard

You can edit the information on your contact 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 to in your Tasks to share the Task with your team.

Screenshot of sharing button in Tasks in Dashboard

3.. Click on the email button to view the Contacts view.

Screenshot of how to display Contacts view in Tasks in Dashboard

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

Updated on 13 May, 2020

Was this article helpful?

Related Articles