SmarterMail 5.x Help
This documentation is for a product that is no longer supported by SmarterTools.

Contacts Overview

SmarterMail allows you to keep not only the email addresses of all of your important contacts, but all of their other information as well. All contact information, like all features of SmarterMail, is accessible through the web interface from anywhere on the internet. Some features of Contacts in SmarterMail include:

  • Contact lists can be imported to, and exported from, SmarterMail in multiple formats.
  • Quick-add contacts to emails.
  • Easy searching of contacts.
  • Integration with Outlook (Enterprise Edition Only).

To get started, click on the Collaborate button on the main toolbar, then select the Contacts control bar in the left pane.


Manage Contacts

The My Contacts page lists all of your contacts and lets you perform many actions, like searching or composing new email. View your contacts by clicking on My Contacts under the Contacts tree in the sidebar.

Edit a Contact - Click on the name of a contact to edit it.

Delete a Contact - To delete a contact, click on the delete link next to it, or check the contacts you want to delete and choose Delete Selected Contacts.

Search Contacts - Click on the Search button to begin searching for contacts. A second bar will appear that will allow you to search.

Sending an Email to a Contact - Click on the new message link next to a contact to send them an email, or choose multiple users and choose New Message to Selected Contacts from the Actions menu.

Export Contacts - For information about exporting contacts, see Exporting Contacts.

Import Contacts - For information about importing contacts, see Importing Contacts.

Integrating with Outlook (Enterprise Edition Only) - If you have Enterprise Edition, you can use SmarterMail as a connector to Outlook so that your contacts in SmarterMail appear in Outlook and are automatically synchronized. For more information, please refer to the help topic Outlook Integration.

Sharing Contacts with Other Users (Enterprise Edition Only) - For information about sharing, please see the topic Sharing Your Own Resources.