Can I make a payment by check, bank wire or PayPal?
We accept payment by check, bank wire transfer or PayPal for subscriptions of 12 months or more. You will also get two months of free service. Contact us for details.
How do I suggest a new feature idea?
Our development is driven by your ideas and feedback. We created a special forum where you can submit new ideas and vote for the existing ideas suggested by us or other users. Ideas that get the most votes float to the top. http://annelite.uservoice.com/forums/12387annelitefeatureideas
What precautions are taken to keep my data safe and secure?
We know that your customer data is one of your most valuable assets. We apply the best practices in physical and procedural security to keep your information safe: 128-bit SSL encryption protects your data as it travels between our servers and your browser. The same encryption is used by leading online banks. Annelite’s state-of-the-art application…
How do permissions work?
Permissions in Annelite are set by departments. Admins can create, edit, and delete users, as well as assign users to departments. Users have access only to those departments which admins assign them to. Within a department, users can view each other’s messages, notes and files, calendar events as well as view, edit and delete contact…
Can I mark a message, contact or activity as private?
You can’t. Annelite is designed as a shared central workspace for small teams. It is not designed to solve social problems in the workplace. If you can not entrust your customer information to team members, consider getting an enterprise CRM.
What happens with my data when I leave?
You own your data and we will never hold it hostage. You can export your contacts at any time. If you ever decide to leave, we will export your email in Mbox format, activities in iCalendar format, and files as zip archive. We will work with you to make your transition to another service as…
How do I implement Getting Things Done (GTD) system with Annelite?
David Allen’s Getting Things Done (GTD) time management philosophy is one of the most widely used productivity systems in the business world today. Allen advocates creating a system that you can trust and using that system to store every detail of your life that you must remember. Annelite is designed exactly for this purpose. It…
How do I import contacts from a CSV, Excel or vCard file?
You can export contacts from any service or application into a CSV (Comma-Separated Values) file and import it to Annelite in Settings > Import Contacts. After the CSV file is uploaded, it will be processed in the background. When completed, you will be able to view the stats on imported and updated contacts. Create groups & custom…
What are Categories and Groups?
One of the ways to organize your contact database in Annelite is to use Contact Groups. They are are hierarchically organized into Categories and can be managed in Settings > Contact Groups. In the left vertical Groups tab, you can collapse categories for compact view, and drag-and-drop to reorder the display sequence. This is done…
What is the difference between Groups and Tags?
Contact Groups don’t change much over time and remain more or less constant for your business. They can have hierarchy and be organized into categories. While in theory you can create as many groups as you’d like, they are limited in number from the practical standpoint. Having too many will make the list too long…
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.
How does contact merge work?
Go to the first contact, click Edit and then Merge button. Search for the second contact to merge with. Name, job title, company, and custom fields of the second contact will be overwritten by information from the first contact. All other contact fields will be added up.
