No need to rebuild your entire contact list, just import it from your current application and format it to your address book in OS. In order to import your clients, you will first need to Export them from current application. This tutorial covers how to Export your Contacts from Apple Mail. Open your Address Book […]

No need to rebuild your entire contact list, just import it from your current application and format it to your address book in OS. In order to import your clients, you will first need to Export them from current application. This tutorial covers how to Export your Contacts from the Blackberry Address Book. From Organizer […]

No need to rebuild your entire contact list, just import it from your current application and format it to your address book in OS. In order to import your clients, you will first need to Export them from current application. This tutorial covers how to Export your Contacts from Gmail. Click the drop down arrow […]

No need to rebuild your entire contact list, just import it from your current application and format it to your address book in OS. In order to import your clients, you will first need to Export them from current application. NOTE: If your iOS device is already synchronized with your Google Account Contacts, you can […]

The Contact Profile (best referred to as a “Portfolio”) is where you manage all information relating to a that Contact. There are 2 standard types of Contacts in MYcarnegieOS:   Contact Type What Is It? Building Relationships Person This can be anything from a Lead, to an existing Customer or Supplier. A Person can be […]

The Communication Tab in the Contact Profile allows you to track the events and activities related to a Client. Track Client Communication The Communication Log allows you to track your communication with a client, from emails to appointments. The following elements are can be logged and reported on from the Communication Log: Call Log Appointment […]

Create a number of custom fields to manage the client information that is important to your business. Your company-specific user-defined fields can be found under the Profile Details tab in any Contact profile in your Address Book. Manage User Defined Fields To access to the User Defined Fields Manager, go to the Admin Panel->Field Manager […]

The Quick Action Menu is a shortcut menu that allows you direct access to create or update certain individual Contact information. Hovering over the gear icon will provide a menu with the following options: Edit / Delete Profile Change Primary / Secondary Account Manager Update Sales Process / Stage Create a New Communication Log Activity […]

You can perform a bulk update to selected Contacts within the Address Book. Simply select the individuals that you would like to update in the list, and hover over the Action menu item in the toolbar to view your options. Assign Primary / Secondary Account Manager Update the Sales Process / Stage Create a Communication […]

My Tags gives you another way to group your contacts into more abstract categories, specific to you. Tag Contacts who… Are Priority (like My Favorites) Require Follow-up Require Special Attention …and more! These groups are user-specific (only you can see your Tags) and are very flexible, as they are not based on a field in […]