ADBASE has created an online tutorial for Contact Manager that will provide you with step by step instructions. Please note that new features are being added to Contact Manager on a regular basis. If a feature you wish to use is not included in the tutorial, contact Customer Support for assistance.
Click the link below to launch the Contact Manager Tutorial:
Launch Contact Manager Tutorial >Yes. ADBASE guarantees that the data you add or upload into ADBASE Contact Manager will remain private and will not be shown to other customers nor added to the ADBASE database, unless you specifically choose to submit it to us.
Yes. Your My Contacts list(s) will be available for selection with your other ADBASE lists on the Delivery Options page.
Contact Manager accepts data files that are Tab (.TAB) or Comma Delimited (.CSV). Although Contact Manager does not accept Excel files (.XLS), you can save these files in Comma or Tab Delimited format. Refer to your Microsoft Excel Help documentation for details.
Contact Manager requires a Company Name and Last Name column be included in your data file. When using updateable lists you must also include a Unique ID Field (see Question #9 below for more information). All other fields are optional.
Click Add Contacts in the top menu. The Add Contact page appears. Select the option to add a Single Contact or Multiple Contacts at a Single Company. Enter the appropriate details for the contact. At the bottom of the page, you may add the contact to a Contact Manager group if you wish. Click Save to add the contact(s) to Contact Manager.
Click
Import Contacts in the top menu. Browse for the file you wish to import. Check
First row has column headings if the first row in your document contains the titles of the columns. Then click
Continue to Preview. Once you have confirmed that your data appears correctly click
Continue to Options. At this point you will need to select if these contacts may be updated in the future or if you are importing to update existing contacts. Once you have made your selection click
Continue to Map Fields. You will then need to match the fields in your data file with the fields available within Contact Manager. When you have finished mapping fields click
Continue to Groups. Create a new group or add your contacts to existing group(s). Click
Continue to Import where you will need to agree to the import terms and conditions. Finally, click
Import Now to import your contacts into Contact Manager. Once the import has been completed successfully you will be presented with an Import Summary page indicating how many contacts were imported and which groups the contacts were added to.
See the Contact Manager Tutorial for instructions on Importing Contacts:
Launch Contact Manager Tutorial >The Unique ID field is used to distinctively identify each row in your data file when searching, sorting, or deduping contact information. No two distinct fields can have the same value. To add a Unique ID field to your data file, create a new column with the heading Unique ID and place a unique value in each cell.
When importing a new data file you will be provided three options: Import new contacts, Import new contacts that will be imported again in the future, and Update previously imported contacts. To create a group that will be updateable select Import new contacts that will be imported again in the future and this will allow you to update your group at a later date. When you want to update the group you may choose Update previously imported contacts in Import Options. Please note that your updateable data file will require a Unique ID field.
Your data file may be an unsupported file type, empty, or corrupt. Please check your file and upload it again.
When importing your data file into Contact Manager the contacts being imported are not checked against existing contacts to determine duplicate information, unless you’re working with an Updateable group. If you import an existing contact that contact will appear twice. You can then use our Dedupe feature to remove duplicate contacts if you do not want them included in Contact Manager.
Click Dedupe Contacts in the top menu. Two columns will appear for each duplicate contact in your Contact Manager, Column 1 and Column 2. Choose the appropriate Action from the drop down list to the right of each contact.
On the View Contacts page, a list of your contacts will appear. If you would like to delete a single contact, click Delete under the Action column to the right of the contact you wish to remove. If you would like to delete multiple contacts, place a check in the box to the left of the contact(s) you wish to delete, and then from the Choose an Action drop down box select Delete Contacts. Your contact(s) will be deleted from Contact Manager.
Click Manage Groups in the top menu. To the right of the Manage Groups page click Create a New Group. In the text field enter a new group name, then click Save. Your new group will be added to Contact Manager.
Click View Contacts in the top menu. A list of your contacts will appear. To add contacts to a group place a check in the box to the left of the contact(s), then select Add to Groups from the Choose an Action drop down box. You may then create a new group for your contacts or add your contacts to an existing group.
Click View Contacts in the top menu. A list of your contacts will appear. In the Filter by drop down box select one of your groups. If you are also an Emailer subscriber you can filter by Contacts who have Opted-out or Contacts who have Clicked-through your email campaigns. Once you have selected the appropriate filter the applicable contact information will be displayed. You can also click Manage Groups in the top menu, and then click on the name of the group you wish to view. A list of all the contacts within the group will appear.
Click Manage Groups in the top menu. To the right of the Manage Groups page click Create a New Group. In the text field enter a new group name. Below the text field click Make This a Response Group. Choose the appropriate options for your Response Group then click Create. Your new group will be added to Contact Manager.
Click Manage Groups in the top menu. A list of your groups will appear. If you would like to delete a single group, click Delete under the Action column to the right of the group you wish to remove. If you would like to delete multiple groups place a check in the box to the left of the groups you wish to delete, and then from the Choose an Action drop down box select Delete Groups. Your group(s) will be deleted from Contact Manager.
Deleting a group does not delete the contacts within that group. If you would like to delete a group and its contacts, first delete the contacts from the group then delete the group.
Click View Contacts in the top menu. A list of your contacts will appear. To remove contacts from a group place a check in the box to the left of the contact(s), then select Remove From Groups from the Choose an Action drop down box. Select the groups you wish to remove the contact(s) from, then click Save to save your changes.
If you know the name of the group you wish to remove a specific contact from, click View Contacts in the top menu. A list of your contacts will appear. In the Filter by drop down box select the name of the group you wish to edit. Place a check in the box to the left of the contact(s), then from the Choose an Action drop down box select Remove from Groups.
Click Manage Groups in the top menu, a list of your groups will appear. To rename your group, click Rename under the Action column to the right of the group name. Edit the name of your group in the Group Name text box then click the Rename button to save your changes.
Click View Contacts in the top menu, a list of your contacts will appear. Click the name of the contact you would like to view. From the View Contact window click the Groups tab. You will see a summary of the groups your contact belongs to.
Click View Contacts in the top menu, a list of your contacts will appear. Click the name of the contact you would like to edit. From the View Contact window click Edit Details. Once you have edited the contact information click Save to apply your changes.
Click View Contacts in the top menu, a list of your contacts will appear. Click the name of the contact you would like to edit. From the View Contact window click the Edit Notes button on the bottom of the contact card. Add your note then click Save to apply your changes.
If you subscribe to Emailer and have sent email campaigns to your contacts you can view email response data on the Email Response tab. To view this information, click View Contacts in the top menu, a list of your contacts will appear. Click the name of the contact you would like to view. From the View Contact window click the Email Response tab. You may then view a summary of the responses by the contact for each of your email campaigns.
Click View Contacts in the top menu, a list of your contacts will appear. In the Search box type the First Name, Middle Name, Last Name, or Company Name of the contact(s) that you would like to view. All contacts matching your keyword(s) will be displayed.
Contact Display Preferences allow you several additional options for viewing your contact information. You can change the number of items that can be viewed per page and display the Location, Email Address, and Telephone Columns. To change these preferences click View Contacts from the top menu bar. A list of your contacts will appear. Beneath the contact list click Display Preferences. Make your selection(s) and click Save to apply your changes.
Yes. Emailer will compare the email addresses of your private contacts against your other ADBASE contacts and remove duplicates prior to sending.
Yes. Each group will appear as a separate list. You can create mailing labels, telephone lists, or use the Data File output option to easily export your private contacts to a tab or comma delimited file.
No. Your data will not be checked for duplicates against ADBASE data when outputting labels, data files, call sheets, etc.