How to add email contacts in Apple Mail

Using Mailbutler's Contacts feature in Apple Mail

Mailbutler's Contacts feature is a handy CRM tool built right into your inbox. Here's how to use it:

Creating a Contact Manually

• Open Sidebar:
  • Click the sidebar icon to open the Mailbutler Sidebar.
• Switch to Contacts:
  • Click the icon of the email sender/recipient you want to add.

• Create Contact:
  • Click "Create contact."
• Edit Contact:
  • Click the pen icon to add more information.
• Add Details:
  • Click "Add more details" to provide more information.

• Delete Contact:
  • To remove a contact, click "Delete contact.

Similar post: Categorize emails on Apple Mail

How do I import all of my Apple contacts?

• Open Sidebar:
  • Click the sidebar icon to open the Mailbutler Sidebar.
• Access Account Settings:
  • Click the gear (⚙) icon, then go to Account & Preferences.

• Open Integrations:
  • In the new window, select Integrations under Preferences.
• Import Contacts:
  • You can either import your contacts from your Apple Contacts or from a CSV file.
• Import from Apple Contacts:
  • Click "Import Contacts" and select the desired contacts.
  • To import contacts from your CSV file, follow the instructions in this article.
  • Please be aware that you can not remove all of these contacts at once, after importing them. They would have to be individually deleted.

What information can I see in the Contacts tab?

• Open Sidebar:
  • Click the sidebar icon to open the Mailbutler Sidebar.
• Switch to Contacts:
  • View details about your contact, such as their name, company, position, and phone number.
  • Add Notes and Tasks to your contact and use the Smart Assistant to help draft emails.
  • Check the best times to reach your contact and how long they take to open and reply to your emails. This information is based on tracking data.
  • See your email history with the contact. The history is navigable, allowing you to click on any email to view details and open it in your email application.
  • Note: Email history is available only for contacts you've emailed using the Mailbutler's Email Tracking feature.

Managing Contacts in the Mailbutler Dashboard

• Open Sidebar:
  • Click the sidebar icon to open the Mailbutler Sidebar.
• Open Dashboard:
  • Click the Dashboard button.
• View Contacts:
  • Click the Contacts tab to see a list of all your contacts.

How do I add Notes and Tasks to my Mailbutler Contacts?

Adding Notes and Tasks to contacts is similar to adding them to emails. The only difference is that you add them in the Contacts tab.
For detailed instructions, please refer to these articles:

• How to add email notes on Apple Mail
• How do I add Tasks to my emails?