Creating Contacts
Contact Window showing the details for a specific record.
Contacts provides a summary view of all contacts displaying the first name, last name, and default email address. You may also define groups that appear in the Contacts list. Selecting a contact or group allows the you to either compose a new message or view the respective details.
There are a number of ways to create a new entry in your contacts list:
- From an email, click on the Add Contact button in the upper right portion of the message panel. This will automatically populate a new contact entry with the name and email address of the sender of the message.
- VCARD attachments can be dragged into Contacts.
- In the Contacts panel, click the "+" button.
- Import Contacts via a Comma Separated Value (CSV) file.
When you create a new contact, a panel with several section appears. Fill in the information you wish to save for the contact. Click Save to save the information; click Close to dismiss the screen.
To close without saving the information you've just entered, either click on the Cancel button in the lower right of the panel.
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Integration with Mail
You can drag contacts into two places in an email compose window:
- To, CC and Bcc fields to address the email. This will share the name and email address of the contact.
- Attachment or body fields to attach as a vCard file. This will share all details for the contact.
Users that receive vCard files as email attachments can drag them into Contacts to create a new contact. To address an email, you can also:
- Click on the Mail icon to add them to the To field. This icon will appear when you rollover a contact.
- Click on the arrow and select Compose an Email to add them to the To field.
- Right-mouse click (Windows) or CTRL-click (Mac) a contact and select to add them to the To, CC, or Bcc fields. This can insert multiple contacts at a time – use Shift-click to select a range of contacts or CTRL/CMND click to pick multiple contacts.
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Importing Contacts
Webtop supports importing Contacts via a comma separated value (CSV) file. You can import Contacts in two simple steps:
- Prepare Contacts for Import: Webtop supports CSV export files (instructions on how to export are below) from the following popular services and desktop applications are supported:
- Yahoo!
- Gmail
- MS Outlook
- MS Outlook Express
- Thunderbird
- Earthlink
- Import Contacts: Navigate to Contacts in Webtop and press the import contacts button located in the footer. A file selection window will pop up, with a *.csv filter. Users can only select a valid csv file to import to start the process of adding new contacts to your address book. The
currently selected contact will remain selected and in view.
To import contacts from other sources, you can map your data into a supported CSV data structure for import. Download the sample CSV file to see an example of the expected data structure for your CSV file.
To avoid losing your existing data, duplicate entries will not be imported. Duplications are identified by a matching email address.
Exporting from Third Party Address Books
Microsoft Office Outlook
- Select the menu item File->Import and Export.
- From within the Import and Export Wizard dialog, choose Export to a file from list and click Next.
- From within the Export to a File dialog, choose Comma Separated Values (Windows) and click Next.
- Now select the contact folder you wish to export (e.g. "Contacts") and click Next.
- Select Export to a File, enter the location to save file and click Next.
- Click Finish.
- The file you created can now be imported into GoWebtop.
Outlook Express
- Select the menu item File->Export->Address Book...
- From within the Address Book Export Tool dialog, select Text File (Comma Separated Values) and click Export.
- From within the CSV Export dialog, enter the location to save the file and click Next.
- Now select all of the available fields and click on Finish.
- The file you created can now be imported into GoWebtop.
Yahoo (Classic interface)
- Select the Addresses tab.
- On upper right of the page, select the Import/Export link.
- From within the Export section, click on Export Now button next to either "Microsoft Outlook" or "Yahoo! CSV".
- From within the File Download dialog, enter a location to save the file and click Save.
- The file you created can now be imported into GoWebtop.
Gmail
- Select the Contacts link.
- On upper right of the page, select the Export link.
- Select the radio button Outlook's CSV format (for importing into Outlook or other applications) and click button Export Contacts.
- From within the File Download dialog , enter a location to save file and click Save.
- The file you created can now be imported into GoWebtop.
Thunderbird
- Select Address Book from the Icon Menu.
- From the Address Book file menu, select Tools->Export...
- • Enter a location to save the file, and save as type LDIF.
- The file you created can now be imported into GoWebtop.
Other Mail Clients
If your system isn't listed above, see if your system supports exporting to CSV. If so, there's a good chance it'll import into goWebtop even if it's not officially supported. If you want to compare your CSV file or if you are working to create a CSV file from data not in CSV format, You can download the sample CSV file
to see an example of the expected data structure for your CSV file.
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Organizing Contacts
You can choose to have your contacts listed alphabetically by first
name, last name, or email address. Click on the "Sort" selector panel.
Similarly you can choose forward or reverse alphabetical order.
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Deleting Contacts
Contacts can be deleting one by one or as a block. Select the contacts
you wish to remove by clicking an individual contact, or holding the
SHIFT key to select a range of contacts or the CNTRL/CMND key to select
a number of individual contacts. Once selected, click on the Delete
button in the footer of the Contacts sidebar.
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Searching Contacts
To find a name in your contact list, type in the "search" field.
The list of contacts will shrink until it uniquely matches the name
you have typed in. You can type in any unique string -- first name,
last name, or email address.
To reset the string and bring back the full contact list, use the
backspace key to erase the string you have typed. Note: Be sure to
use the keyboard to delete the search string. That resets the contact
list. If you use the right click menu to cut the string the list will
not reset.
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Creating Groups
Click on the new Group icon in the footer of your contacts list and
a panel will appear to allow you to populate with people from your
address book or simply add an address manually.
- When the group panel is displayed, drag the contacts you wish
to add to your list over to the panel or
- Begin typing the name or email address of the person you wish
to add. If the person is in your address book the auto suggest feature
will display any number of matches to select from.
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