[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”7px||6px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” min_height=”517px” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n
The Contacts module allows you to easily manage your contacts and work with them as efficiently as possible. Whether it’s just yours, or you want to share it with a smaller team, or have anyone in your department or company work with it. <\/span><\/p>\n Contacts – whether current clients or customers or potential ones – are the cornerstone of any company or business. Without them, there is no business. Without new ones, there will be no growth. Without systematic work with those acquired, the business will decline as will the customers.<\/span><\/p>\n Therefore, to truly manage and grow your business, keeping track of your contacts and actively working with them must be a top priority.<\/strong> <\/span><\/p>\n When using the module and working with your contacts in FreshFlow, you will appreciate: <\/span><\/p>\n Get to know the module and what you can do with your contacts.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”Content” _builder_version=”4.16″ custom_padding=”7px||6px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.23.1″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n <\/span><\/p>\n This article describes the following functionality of Contacts and how to use it (click on a topic to scroll quickly through the page):<\/span><\/p>\n 1. Adding and importing new contacts<\/span><\/a><\/p>\n 2. Contact detail and data editing<\/span><\/a><\/p>\n 3. Taking notes and comments<\/span><\/a><\/p>\n 4. Search in contacts and comments<\/span><\/a><\/p>\n 5. History of activities and tasks at the contact<\/span><\/a><\/p>\n 6. Creating new events, tasks and projects with a contact<\/span><\/a><\/p>\n 7. Inserting files to a contact<\/span><\/a><\/p>\n 8. Displaying and sorting contacts<\/span><\/a><\/p>\n 9. Labelling and filtering contacts<\/span><\/a><\/p>\n 10. What else you can find in the contact details<\/span><\/a><\/p>\n 11. Other operations with contacts<\/span><\/a><\/p>\n 12. Settings for companies<\/a><\/p>\n <\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” background_color=”#8364ab” custom_padding=”40px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#FFFFFF” header_2_text_color=”#ebeaf1″ header_3_text_color=”#FFFFFF” header_4_text_color=”#ebeaf1″ header_4_line_height=”2em” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/app.freshflow.app\/#registration” button_text=”Start for free” button_alignment=”center” _builder_version=”4.23″ _module_preset=”default” custom_button=”on” button_text_size=”18px” button_text_color=”#FFFFFF” button_bg_color=”#36baf0″ button_border_width=”0px” button_border_radius=”7px” button_font=”Poppins||||||||” custom_margin=”||13px|||” global_colors_info=”{}”][\/et_pb_button][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#FFFFFF” text_font_size=”14px” custom_margin=”||8px||false|false” global_colors_info=”{}”]<\/p>\n All you need is your email address<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”add-contact” _builder_version=”4.16″ custom_padding=”7px||6px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-8px|auto||auto||” custom_padding=”7px||5px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”50px|||||” global_colors_info=”{}”]<\/p>\n <\/span><\/p>\n You can add new contacts to FreshFlow in four different ways. <\/span><\/p>\n There are several of them so that you can choose the most suitable one according to the situation when you want to add a contact and also according to the number of contacts and the amount of data related to them.<\/span><\/p>\n We’ve experienced first-hand that sometimes you can quickly add one contact with minimal information – just a last name, for example – and other times you’ll want to import hundreds or thousands of contacts with detailed information.<\/span><\/p>\n Here are all the options for every situation.<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.23″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”40px|||||” global_colors_info=”{}”]<\/p>\n <\/span><\/p>\n You probably already know how to quickly add one or a few contacts with minimal information from the article First steps in FreshFlow<\/a>. <\/span><\/p>\n In Contacts, simply click the New Contact icon:<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/freshflow.app\/wp-content\/uploads\/2021\/07\/2021-08-11_14-49-56.png” alt=”add new contact” title_text=”add new contact” _builder_version=”4.16″ _module_preset=”default” custom_margin=”41px||40px|||” custom_padding=”||2px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”29px|||||” global_colors_info=”{}”]<\/p>\n This will open a dialog box for filling in the basic details of the contact – you can think of it as a table of five columns. <\/span><\/p>\n To enter a new contact, you can fill in all five columns or just some of them – just the last name if<\/strong> you don’t know more:<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/freshflow.app\/wp-content\/uploads\/2021\/08\/2021-08-11_14-54-48.png” title_text=”2021-08-11_14-54-48″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”41px||40px|||” custom_padding=”||2px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”29px|||||” global_colors_info=”{}”]<\/p>\n If you would like to view more or fewer columns (items to contact) in this dialog, you can add or subtract them by clicking the gear icon in the top right. <\/span><\/p>\n Use the “+” button to add another contact (row to the table). <\/span><\/p>\n Use the middle button with the tick symbol to save your contacts and close the dialog box.<\/strong> When you close the dialog box, you will return to the contacts view and see the one or more contacts you have just added.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-8px|auto||auto||” custom_padding=”7px||5px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”40px|||||” global_colors_info=”{}”]<\/p>\n <\/span><\/p>\n You can also quickly create a new contact where it’s convenient – in the Calendar for a new event.<\/span><\/p>\n Some of the events – phone calls or meetings – you’ll want to record in Calendar will naturally be with people you don’t already have in Contacts.<\/span><\/p>\n It’s useful to have these contacts<\/strong> in FreshFlow so that you can start recording their history from the first interaction<\/strong>. But don’t worry, you don’t have to go from Calendar (once you’ve set a date) to Contacts and back again to do this. <\/span><\/p>\n Simply type the first name, last name, and phone number of the new contact (and any other information you want for the event) into the contact entry box in Calendar for the new event, and save the event. <\/span><\/p>\n You will see a hint in the window:<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/freshflow.app\/wp-content\/uploads\/2021\/08\/2021-08-11_14-56-31.png” title_text=”2021-08-11_14-56-31″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”41px||40px|||” custom_padding=”||2px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”29px|||||” global_colors_info=”{}”]<\/p>\n After saving the Calendar event, it writes the new contact to the Contacts module.<\/span><\/p>\n Hopefully only you will notice the following abbreviation and no one else…<\/strong><\/p>\n Sometimes you won’t want to write your first name or phone number. You may not even know them. So to create a new contact, you only need to type one letter (or the word “name”) or one digit. However, you must enter a total of three elements representing first name, last name and phone number. <\/span><\/p>\n Of course, don’t forget to add the name or number and update the contact later.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-8px|auto||auto||” custom_padding=”7px||5px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”40px|||||” global_colors_info=”{}”]<\/p>\n <\/span><\/p>\n You will have more time to add some contacts. You may also want to record more information with them. <\/span><\/p>\n In these cases, use the “Add contact in detail” function.<\/span><\/p>\n You can find it in the menu that opens when you click on the icon of three horizontal lines hiding more functions:<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/freshflow.app\/wp-content\/uploads\/2021\/08\/2021-08-11_14-57-43.png” title_text=”2021-08-11_14-57-43″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”41px||40px|||” custom_padding=”||2px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”29px|||||” global_colors_info=”{}”]<\/p>\n In the dialog box to create a new contact, fill in the items you know and save the contact:<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/freshflow.app\/wp-content\/uploads\/2021\/05\/kontakt-novy.png” title_text=”new contact” _builder_version=”4.16″ _module_preset=”default” custom_margin=”41px||40px|||” custom_padding=”||2px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”29px|||||” global_colors_info=”{}”]<\/p>\n Remember to click the “Save” button to save the new information.<\/span><\/p>\n When you close the dialog box, you will return to the list of contacts and see the contact you just added.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-8px|auto||auto||” custom_padding=”7px||7px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”40px|||||” global_colors_info=”{}”]<\/p>\n <\/span><\/p>\n You can bulk import multiple contacts into FreshFlow at once, including larger databases.<\/span><\/p>\n The specific process will vary depending on devices and operating systems – for example, you can import contacts from Google Contacts, from an Android phone, from an iPhone or iPad, from the macOS calendar. Instructions for each can be found in the Help. <\/span><\/p>\n The easiest way to import contacts into FreshFlow is from an excel spreadsheet.<\/strong><\/span><\/p>\n Start by searching for the import function – you’ll find it in the menu that opens when you click on the three horizontal lines that hide more functions:<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/freshflow.app\/wp-content\/uploads\/2023\/11\/import-kontaktu-1.png” title_text=”import of contacts 1″ _builder_version=”4.23″ _module_preset=”default” custom_margin=”41px||40px|||” custom_padding=”||2px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”29px|||||” global_colors_info=”{}”]<\/p>\n When you click on it, a dialog box for importing contacts will open, from where you can download the template:<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/freshflow.app\/wp-content\/uploads\/2021\/08\/2021-08-11_15-02-02.png” title_text=”2021-08-11_15-02-02″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”41px||40px|||” custom_padding=”||2px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.23.1″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”29px|||||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n The template contains instructions for laying out the contacts into pre-selected columns and then inserting them into the import dialog. <\/span><\/p>\n For detailed instructions on how to import using this template, see the Help.<\/span><\/p>\n Before you send imported contacts, you can tag them with labels<\/strong> – such as the import date or campaign number or other identifier – to distinguish them<\/strong> from those you already have in FreshFlow or will add later. Read more about labeling below.<\/a><\/span><\/p>\n Just as you can import contacts in bulk, you can also export<\/strong> them in bulk.<\/strong> For more information on exporting, see More operations with contacts<\/a> below .<\/a><\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.23.1″ custom_margin=”29px|||||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n Back to top of the list of topics >><\/a><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”detail” _builder_version=”4.16″ custom_padding=”7px||6px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-8px|auto||auto||” custom_padding=”7px||6px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”1px|||||” custom_padding=”29px|||||” global_colors_info=”{}”]<\/p>\n <\/span><\/p>\n To add and update information for individual contacts, click on the contact in the contact list view.<\/span><\/p>\n A window will open with the contact details. In the left half of the window you will see descriptive information, in the right half you will see the history of activities and tasks. <\/span><\/p>\n To add and edit descriptive information such as phone, email, address and more, click the pencil icon near the contact’s name<\/strong>:<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/freshflow.app\/wp-content\/uploads\/2021\/08\/2021-08-12_14-34-34.png” title_text=”2021-08-12_14-34-34″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”41px||40px|||” custom_padding=”||2px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”29px|||||” global_colors_info=”{}”]<\/p>\n In the left half of the dialog box, the standard items for each contact are displayed for editing: <\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/freshflow.app\/wp-content\/uploads\/2021\/08\/2021-08-12_14-37-40.png” title_text=”2021-08-12_14-37-40″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”41px||40px|||” custom_padding=”||2px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”29px|||||” global_colors_info=”{}”]<\/p>\n\n
What you will find here<\/strong><\/h2>\n
Have you tried FreshFlow?<\/h2>\n
It is free for individual users:<\/h4>\n
1. Adding and importing new contacts<\/strong><\/h2>\n
1.1. Quickly add individual contacts<\/strong><\/h3>\n
1.2. Create a contact when entering an event in Calendar<\/strong><\/h3>\n
1.3. Adding individual contacts with details<\/strong><\/h3>\n
1.4. Bulk import of contacts<\/strong><\/h3>\n
2. Contact detail and data editing<\/strong><\/h2>\n