Address book
The Address Book can be accessed from the main menu on the left in the Admin Portal. It provides a convenient overview of all users and contacts on the customer page, including email addresses and phone numbers.
- Go to the Admin portal.
- Navigate to the Address Book tab.
- Click Create new contact.
- Choose whether to create a single contact or Import from file.
Open the tabs below to learn more about creating a contact and importing from a file:
Create a contact
- Choose Create a contact.
- Fill in the contact details.
- Click Create to save the contact.
- Select one or multiple user in the list to edit the contact details later if needed.
Import from file
- Choose Import from file.
- And then Select file.
- After importing your contact file, you'll need to match its columns to the appropriate fields before saving. For example, if your file has a 'name' column, you would select firstname as the corresponding field.
- Once done, click Import.
Import contacts
If you have contacts saved in CSV or VCF file formats, you can import them. Refer to the instructions for [CSV files] and [VCF files] for detailed steps on exporting your contacts in these formats.
Instructions for CSV-files
To import contacts from Outlook in csv format:
- Select "File"
- Select "Import / Export"
- Select "Export to file"
- Select "Comma-separated values (Windows)"
- Select "Contacts"
- Select "Save"
- Save the file at a suitable location
- Make sure that "Export contacts from the folder: 'Contacts'" is selected and press "Apply"
- Go to mass processing in the address book and then click on "Select file" to select your csv file
- Find your file in the catalogue that appears
- After you have chosen your file you will be sent to an overview page. There you can specify which columns in your file should apply to which contact field.
- If any of the columns are marked in red, this means that there is a value in that column that does not fulfil the selected field's format requirements.
- If you run into problems downloading your contacts, or if there are weird characters present, you can try switching encoding. This option is available in the overview that is shown when you upload your contact file.
Requirements for uploaded file:
- The values in the file must be separated by commas
- The first row will correspond to all the contacts' column values. So if you have a contact there, it will not be loaded. e.g.
- ROW1: Title1,Title2[, etc.,]
- ROW2: Anders
- ROW: Lisa,Larsson[,etc., ]
Instructions for VCF-files
To import your contacts in vcf format:
- Most mail clients (Outlook, Outlook Express, Mail OS X, G-mail etc.) can export contact details in vCard format.
- Start by exporting the contacts from your mail program or your contact list
- Go to mass processing in the address book and then click on "Select file" to select your vcf file
- Find your file in the catalogue that appears
- After you have chosen your file you will be sent to an overview page. There you can specify which columns in your file should apply to which contact field.
- If any of the columns are marked in red, this means that there is a value in that column that does not fulfil the selected field's format requirements.
- If you run into problems downloading your contacts, or if there are weird characters present, you can try switching encoding. This option is available in the overview that is shown when you upload your contact file.
Hide user
Users can be hidden so they are not visible in the apps.
- Log in to the Admin Portal.
- Click Users.
- Navigate to Other Settings.
- Scroll down to Hide User.
- Select Yes.
