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How to add and manage contacts and groups in my address book?

You can add contacts one by one, or import a larger file using Excel or CSV.

  • Go to "Contacts" app via the menu in the top left corner How to add and manage contacts and groups in my address book? | CM Help Center

  • Press the Button "Add contact"

How to add and manage contacts and groups in my address book? | CM Help Center

  • Fill in all the detail of the contact person

How to add and manage contacts and groups in my address book? | CM Help Center

  • Select group if applicable

How to add and manage contacts and groups in my address book? | CM Help Center

Create a group

  • Click "Add group"
    How to add and manage contacts and groups in my address book? | CM Help Center

  • Give your Group a name and select which contacts to add. How to add and manage contacts and groups in my address book? | CM Help Center

Import from Excel file

  • Press the button "import" How to add and manage contacts and groups in my address book? | CM Help Center

  • Upload a Microsoft Excel file using the browse button. You can download an example file to see the standard columns layout, but you can also use your own. If you want to add multiple groups to contacts, divide them by a comma.

  • Match the content of the file to the fields in your address book (phone number, firstname, insertion, surname, company, groups)

How to add and manage contacts and groups in my address book? | CM Help Center

  • Upload contacts in your addressbook by clicking the "Upload" button.

Edit contacts or groups

On the contact page you can find the complete list of contacts and groups uploaded in your address book. Hover over a contact or group and click on the sent icon to send a mobile message to them. If you click on the pencil icon you can edit the selected contact or group.

How to add and manage contacts and groups in my address book? | CM Help Center

Last modified on 10/03/2017
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