Help

If you have any more questions try asking on the forums.

If you have a paid account, you can email support and you should receive a reply within a few hours.

How do I import my Outlook address book?

You'll first need to export the contacts from Outlook and then you'll be able to import them into Tactile:

Open Outlook
Choose "Import and Export" from the File menu
What for the wizard to open, select "Export to a file" and click "Next"
Choose "Comma Separated Values (Windows)" and click "Next"
Choose the Contacts folder you would like to export and click "Next"
Choose a filename and where you would like to save the file (for instance, "tactile_import.csv" on your Desktop), then click "Next"
Confirm what you are exporting: make sure the checkbox next to "Export..." is checked and click "Finish"

How do I export my contact data?

Export Link Exporting Clients, Leads & People is easy. Simply click on the tab for one, and there is an export as CSV link. Tactile CRM will then export the data and email it you.

It doesn't stop there though. If you want to restrict the export by Tags or Town, you can do that too, you'll even get a list of Tags sepearated by | in the export file too.

Can I import vCards?

Yes! Simply export your contact details as a vCard, for example in Mac Address Book:

Select the contacts you want to export
Click 'File' -> 'Export' -> 'Export vCard...'
Choose a filename and where you would like to save the file (for instance, "tactile_import" on your Desktop), then click "Next"

Then click on 'Import contacts into Tactile' in either the contact or leads module and follow the instructions there.

Can I import my contacts for Google/GMail?

Yes! Simple click on 'Import contacts into Tactile' in either the contact or leads module and follow the instructions there. You will be asked to confirm access to your Google account by Tactile, then enter your username and we will take care of the rest.

Simply go to the clients or leads module, click the 'Import contacts into Tactile' on the right hand side and follow the instructions on screen.

If you want the techy details read on:

Google will tell you we are using unsigned requests. This doesn't mean that your data is being transfered insecurely (when we send/request details this is all done over a secure connection), it just means that the initial request is not signed. Don't worry though.
We will never see your Google/GMail account password. We use Google's new Contacts API, details are available here, which sends us a one-time token that we use to access your contacts feed. We will never be able to login to your GMail account or use your details in a bad way.

Can I set more than one phone number or email address for a contact?

Yes, but (to keep things simple) we ask that you do this after you've created the record for the contact.

Screenshot of adding a new contact method Once you've clicked 'Save', you'll be shown all the details you've entered and the 'Contact Methods' (Phone, Fax, Mobile and Email) are shown in a list near the top-right of the page. Any you entered while creating the contact will be shown here - they're assumed to be the 'Main' method, but this is just a label that you can change.

You can edit any of the existing contact methods by clicking on them (a tooltip will be shown when your mouse pointer is in the correct place), making the change and then clicking save. Clicking cancel will undo any changes you've made since the last time you saved.

To add a new Contact Method, click the add contact method icon and enter the details in the boxes that appear.

How do I set the default country when adding an address?

When you add an address to your client record in the 'Clients' module the country you choose there is used as the default for when you add new addresses elsewhere in the system.