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Mail Center - Manage Address Book

Mail Center - Manage Address Book

In this article:

About Address Book

Add your business as well as personal contacts in the Address Book area of the Mail Center, and categorize them by groups. The registrants that are assigned to you will automatically be listed in the Personal Addresses section.

To access the Address Book:

In the Mail Center, click the Address Book tab.

Mail Center

Send Email Message from Address Book

1 – In the Mail Center, click the Address Book tab.

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2 – Find the contact to whom you want to send a message and click on their name. 
3 – Click on Compose.

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4 – Complete the details and click Send.

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Add Contact to Address Book

1 – In the Mail Center, click the Address Book tab.

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2 – To enter a contact, click on the + at the bottom of the Contacts section to bring up the Add new contact form.
3 – In the right panel, enter the contact’s First Name and Last Name in the spaces provided.

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4 – To add more information about the contact, select from the Add field dropdown.

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5 – Enter the appropriate information in the new space provided.

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6 – Add as many fields as you need by selecting from the Add field dropdown and entering the information in the new spaces provided.

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7 – To add a photo, click on Add below the photo box.

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8 – Click on Choose File and select the contact’s photo.
9 – Click on Upload.

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10 – Under the Properties tab, enter Email, Phone, and Address information.

Note: You must enter an email address in order to save the contact to the Address Book.

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11 – Under the Personal Information tab, select the contact’s Gender and Birthdate if desired.
12 – Add more information by selecting from the Add field dropdown and entering in the new space provided.

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13 – Under Notes, add any other information you want to include about the contact and Save.

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Your contact will be saved in the Address Book. Email directly from the contact’s profile by clicking on the email link.

Mail Center

Import Contacts into Address Book

Note: The file containing the contacts must contain phone numbers and email addresses along with contact names, and can be in either vCard or CSV (comma-separated) data format. Contacts will be imported to Personal Addresses.

Here is an example of CSV format for import:

1 – In the Mail Center, click the Address Book tab.

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2 – Click on Import.

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3 – Beside Import from file, browse for your contacts file and select it. The name of the file will appear to the right.

Note: Contacts must have both a phone number and email address in order to be imported. If there is a contact in the file that matches the first and last name of a contact already in the database, that contact will not be imported.

4 – Click on Import.

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5 – Click Done.

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The new contacts will be added to Personal Addresses.

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Search for Contact in Address Book

1 – In the Mail Center, click the Address Book tab.

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2 – In the Search box, start to type the subject of your search and hit Enter on your keyboard on your keyboard, e.g. company name.

This will bring up a list of all contacts containing your search parameters.

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Save Contact Search in Address Book

1 – In the Mail Center, click the Address Book tab.

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2 – In the Search box, start to type the subject of your search and hit Enter on your keyboard on your keyboard.

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3 – Click on the wheel button at the bottom of the Group section and select Save search.

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4 – In the space that appears, type a name for the search and hit Enter on your keyboard.

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The saved search will be listed in the Groups section and will be identified as a search by the magnifying glass to the left of its name.

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Update/Edit Contact in Address Book

1 – In the Mail Center, click the Address Book tab.

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2 – Under Contacts, click on the contact’s name.
3 – Click on Edit contact.

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4 – Edit the details as desired and Save.

Note: Remove emails, phone numbers, or addresses by clicking on the minus sign to the right of the item.

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Remove Contact from Address Book

1 – In the Mail Center, click the Address Book tab.

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2 – Under Contacts, click on the contact’s name.
3 – Click on the garbage can at the bottom of the Contacts section.

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4 – You will be asked if you want to delete the selected contact. Click OK to delete.

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The contact will be removed from the Address Book.

About Groups in Address Book

You can categorize your contacts in the Address Book by adding them to Groups if you choose. Your Groups will be listed on the left when you log into your Address Book. You can move contacts into Groups by dragging and dropping them.

To access Groups:

In the Mail Center, click the Address Book tab.

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Under Groups, you will see a general group called Personal Addresses where you will find all contacts. Groups you create will be listed underneath and will contain contacts that have been categorized.

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Add Group in Address Book

1 – In the Mail Center, click the Address Book tab.

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2 – Click on the + button in the Groups section.

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3 – In the space that appears under Personal Addresses, enter the name of the Group you want to create and hit Enter on your keyboard to save.

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4 – The group will appear under Personal Addresses.

Add Contact to Group in Address Book

1 – In the Mail Center, click the Address Book tab.

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2 – To add a contact to a group, click and hold down the mouse on the contact name under Contacts, drag it over to the group name, and drop it in.

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The contact will be added to the Group.

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Remove Contact from Group in Address Book

Note: Deleting a group in the Address Book does not remove the contacts from the system.

1 – In the Mail Center, click the Address Book tab.

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2 – Under Groups, click on the group.
3 – Under Contacts, click on the contact that you want to remove from the group.
4 – Click on the profile button at the bottom of the Contacts section.

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The contact will be removed from the group.

Rename Group in Address Book

1 – In the Mail Center, click the Address Book tab.

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2 – Under Groups, click on the group you want to rename.
3 – Click on the wheel button at the bottom of the section and select Rename Group.

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4 – Change the name as desired and hit Enter on your keyboard to save.

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Delete Group in Address Book

Note: Deleting a group in the Address Book does not remove the contacts from the system.

1 – In the Mail Center, click the Address Book tab.

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2 – Under Groups, click on the group you want to delete.
3 – Click on the wheel button at the bottom of the section and select Delete Group.

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4 – A message will come up asking if you want to delete the group. Click OK to delete.

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The group will be removed from the system. The group’s contacts will remain in Personal Addresses.