Here are instructions for creating Groups in your Annelite account. Click the Settings icon and choose Contact Groups. Start by adding a Default set of groups. These will appear at the top of the list of Groups you see when you click the Groups tab. Click the blue +Category button. In the Category name field,…
To transfer contacts between departments, export them as a CSV file, and import it into the target department.
In Annelite, a Tag is a non-hierarchical keyword or label assigned to an object such as a Message, Contact or Activity. A tag is metadata that helps describe an item and allows it to be found again by browsing or searching. Even though Tags are typically chosen informally and personally by an individual user, they…
You can post forms from your website directly to Annelite using our Web Form API. This requires a few simple modifications to your existing form: Change the form action to post to http://your-account-name.annelite.com/api/httpform Change the field names to match contact fields in Annelite. If your forms contain additional fields that don’t correspond to the fields…
There are six distinct ways you can create new contacts in Annelite. To create a contact manually, click on + sign or Create new contact from email. You can add Message Filters that will create new contacts from email based on the criteria you define (for example, if subject contains the words “contact form”). A…
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…
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…
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…
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.
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.
The contact picture (a.k.a. avatar) may be pulled from a number of different sources. The first choice is Gravatar, a service which lets anyone to upload their avatars. Gravatars are identified by person’s email address, so if the contact email is a match, we will use that picture. If no Gravatar image is available, we…
Annelite automatically generates a timeline for each contact. It includes all sent and received email, completed and pending tasks, notes and files, invoices, and pending and scheduled email marketing templates. You can open each line-item for preview without leaving the page. The Contact Timeline is shared among your team in real time. This puts everybody…
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