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Let’s prepare your first contacts and
start working with them.

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We’ll set up the options, bring in your
contacts and organise the table.

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Then we’ll open Emma Carter’s record at
Harborlight Design Studio.

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You’ll find Utilities, Import and Contacts
in the main menu.

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Open Utilities, then Contact Groups.

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Set up the group names and options you
need to classify people.

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We’ll use Contact source, with Trade fair
as an option.

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Return to Utilities and open Contact tags.

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Add VIP and choose its colour.

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If your team already has a system, use the
agreed categories.

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Back in Utilities, open Set up contacts.

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Here you define four reference names and
six preference headings.

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We’ll use Project to identify a project
with the code PRJ-1042.

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Under Special needs, we’ll record how Emma
prefers to receive documents.

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Save your settings and return to the menu.

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Now open Import in the main menu.

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You can bring in contacts from Google,
Microsoft, Apple, or an Excel file.

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The Apple option is used on an Apple
device.

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Choose your source and follow the
authorisation or file selection steps.

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Check the result before continuing.

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You can also create contacts manually.

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Select Contacts in the main menu and
search for Emma.

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To create her record, choose New contact
and enter her name.

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To change an existing record, select its
row and choose Edit contact.

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Check the company and email.

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Assign Contact source: Trade fair, VIP,

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the Project code and the preference for
documents by email.

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Save, then reopen the record to check it.

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To find someone, type in Search.

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The funnel opens Filter by groups and
tags.

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Select Contact source: Trade fair and VIP,
then choose Filter.

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You can narrow the results further with
Search.

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To return to the full list, choose Remove
filter and clear the search text.

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Choose Show columns and tick the
information you want to see.

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Select a column name and use the up or
down arrows to change its position.

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Close the window to keep the layout.

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To sort the rows, select a heading such as
Name;

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select it again to reverse the order.

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Then reapply any filter you need.

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When your selection and columns are ready,
open Export table,

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the cloud with a downward arrow.

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Choose Excel to work with the data, or PDF
to share a list.

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Check the downloaded file, including the
columns and people it contains.

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You can also use Print from the table.

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Return to Emma and open her record.

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The pin beside the address opens Google
Maps.

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The phone menu offers Call, WhatsApp and
SMS,

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depending on your device and available
apps.

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The at sign beside the email address opens
Send a message.

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The globe opens the contact’s website.

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Use the icon and its name together.

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Return to the table and keep Emma’s row
selected.

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Interactions gives you the conversation
history;

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Document management holds her files;
Events shows meetings she takes part in.

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You’ll find these actions on the Contacts
toolbar.

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On a mobile, open the Contacts menu to
find the grouped actions.

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You can now prepare your categories, add
contacts, find a person,

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organise the table and open a contact
record.

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Try the workflow with a contact you know.

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Resources has the written steps and an
icon guide to keep beside

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you while you work.

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Continue with the document management
tutorial when you’re ready.