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How do I export my account data?

You can export all contacts by going to the top Contacts tab and clicking Export. To export individual groups, navigate to that group, then click Export. To export your activities in iCalendar format, click Export on Calendar view. At this time only we can export your emails and files, and will do so upon your…

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How do I create Custom Fields?

You can create any number of custom contact fields that are unique for your business. There are five types: Number Text Date Single choice Multiple choice Go to Settings > Custom Fields. You can drag-and-drop to change the order in which custom fields are displayed.

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How do I create a Group?

Here are instructions for creating Groups in your Annelite account. Click the Settings icon and choose Contact Groups. Start by adding a Default set of groups. These will appear at the top of the list of Groups you see when you click the Groups tab. Click the blue +Category button. In the Category name field,…

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How do I assign multiple contacts to groups?

To mass assign contacts to groups, follow these steps: Select contacts from the list using checkboxes Click the Groups button Select the target groups Click the Assign button Note: if you don’t select any contacts from the list in Step 1, then all of them will be assigned to selected groups.

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How do I assign email to a contact?

Annelite automatically assigns email to a contact based on the “From:” address. Often people will reply from a different email address, the one which isn’t in your database. In this case, email will appear as Unassigned with a question mark icon instead of avatar. Click Assign this email to existing contact, search, then select the…

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