Contact Management
Simple CRM (Customer Relationship Management). Store and organize your contacts online, that you can also integrate with your email campaigns.

Organize and manage your contacts online

Contacts Live Contacts is online contact management service with simple CRM functions. It allows you to:

Keep business and private contacts info in the Internet
Access all contacts addresses and info from anywhere
Organize and share your customers and leads
Create Sign-Up forms to place on your blog or website

Online contact management system. Simple CRM.

Organizing Contacts

Contact entries are stored in folders. All basic operations are allowed on contacts and folders; i.e. adding, copying, moving, deleting, etc. Contacts Live Contacts also allows you to create and manage contact lists, a “logical” way to organize your contacts which does not change the way contact entries are organized in the contacts database.

Both folders and lists are displayed in Contacts Live Contacts folders pane. Folders are shown by default. To see available lists click Lists.

Folders

Your contact entries are stored in folders and subfolders. For every folder a user with administrative privileges can set access rights. Depending on your access rights you can add new folders to Contacts Live Contacts, set access rights for other users, copy, move, or delete folders. Click Folders in Contacts Live Contacts toolbar to see the list of folder operations.

Clicking "Available Folders" in folders pane will list all Contacts Live Contacts folders. For every folder you can see its access rights for a user who is currently logged in, number of contacts, and “Shared” checkbox indicating whether this folder is shared with other users.

Note: Deleting a folder will permanently delete all contacts stored in it from your Contacts Live Contacts database.

Lists

You can organize your contacts into lists. Click Lists in Contacts Live Contacts Folders pane to display available lists.

Individual contacts and users, contacts folder, or user groups can be added to a list. Click List -> Add List and then the corresponding tab (Folders, Contacts, or Groups). To share your list with other users, enable “Shared” checkbox.

Click on a list name to modify it. A list can also be copied and deleted.

Note: List is not a physical entity in Contacts Live Contacts database. Adding or deleting lists will not affect actual contact entries stored in your contacts database.

Sharing Contacts with Other Users

Sharing your contact entries with other Contacts Live Contacts users and user groups is done by setting access rights to a folder of contacts by a user with administrative privileges. Select a folder and click Folder -> Modify Folder. Click on Users and Groups tabs to set/modify access to the folder for users and user groups.

The following are available levels of access to a folder:

Read (R) – a user (user group) can list and read files in this folder
Write (W) – a user (user group) can add/modify files in this folder
Folder (F) – a user (user group) can add/modify files, folders & permissions

When setting access level to a folder, the combination of personal and group access rights will be applied, e.g. if user Ann belongs to a group which has R (Read) access rights, then Ann has an effective permission as in the table below:

Personal Permission

Group Permission

Effective Permission

-

R

R

RW

RW

RW

RWF

R

RWF

Note:

Access rights to a folder do not automatically apply to its subfolders. They need to be set manually by the process described above.
Setting access rights to a folder can be done by a user who has F (Folder) access level to this folder or by an account administrator in "Users & Groups" window.

Did you know? You can find out who else shares your current folder by clicking “Shared” link located at the bottom right corner of the Contacts Live Contacts window.

Simple CRM!

Think about Contacts Live Contacts like a simple CRM (Customer Relations Management) system. With Contacts Live Contacts you can create Sign-Up Form widgets and place them on your blog or website. Site visitors fill out the form and turn into subscribers instantly: their contact information will be automatically added to your contact database.

Sign-Up Form is a widget that can be placed on a website, blog, e-mail, or a newsletter – any web source that can be used to collect site visitors’ details. Sign-Up Form can contain any number of fields from the contact entry form. Contact details entered in Sign-Up Form are added to Contacts Live Contacts database. The picture below shows a sample Sign-Up Form and contact information added to contacts database

To add Sign-Up Form to your webpage, follow the instructions below:

Click Tools -> Sign-Up Forms from Contacts Live Contacts toolbar
Click Create New Sign-Up Form and select your form from the following:

E-Mail only - sign-up form with a field for visitors’ e-mail addresses and a Submit button
Name and E-Mail - sign-up form which includes fields for visitors’ names and e-mail addresses
Name, E-Mail and Photo - sign-up form with fields for visitors' names, e-mail addresses and photos
Custom - sign-up form where you can place any number of fields from Contacts Live Contacts database; e.g. name, address, birthday, phone number, website address, etc.

Customize form's properties if needed, select a destination folder, enable “Double Opt-In” option if you want to create Sign-Up Form for permission based subscription, and save the form.

Note: Enabling double opt-in will require that subscriber clicks a link in a confirmation email before he/she is actually added via this sign-up form. Subscribers retain "Pending" status until they click on the confirmation link

Copy and paste the displayed link on your website HTML editing page or click Show more embedding options
If you would like your widget to appear in a pop-up window copy and paste the corresponding link on your web editing age
Click Install Widget on TypePad if you are a registered TypePad user and would like you widget to appear on your TypePad blog's sidebar

Here is your Contacts Live Contacts main window:

Contacts Live Contacts main window

Contacts Live Contacts toolbar includes the following function buttons:
- Folder – lets you manage Contacts Live Contacts folders. Click to access pull-down menu to add/delete/copy/move a folder and set folder access rights for other users
- List – lets you manage your contact lists. Click to access pull-down menu to add, modify, or delete a list
- Contact – lets you manage one or several contacts. Click to access pull-down menu to add, copy, or move contacts to a folder, delete contacts, add contacts to a list, import contacts to Contacts Live Contacts, export your Contacts Live Contacts to a file, print contacts, and send e-mail or SMS to your contacts
- View – lets you choose and customize the format in which contacts are listed in the Contacts pane (i.e. Grid, Details)
- Tools – click to access contact entry form constructor (to add custom field and sections to your contact storing form) and Sign-Up Form widget (to place on a webpage and collect subscribers) pages
- Reports – click to run reports on subscribed and unsubscribed contacts
Search box. Enter a contact’s name or other detail (e.g. “Ann Miller”) and click Go to see the list of contacts where the search word is found.
Clicking on "Available Folders" will display all Contacts Live Contacts folders. For every folder you can see its access rights for a user who is currently logged in, number of contacts, and “Shared” checkbox indicating whether this folder is shared with other users.
Click Lists to see available lists and their content
Subfolder indicator. Click “+” to expand.
Click to hide folder list pane. Contacts pane will expand to occupy the whole browser window, as shown in the sample below:
Click to select all contacts.
Sorting indicator. Click to reverse sorting order. Click on a column name to sort (e.g. click “Name” to sort contacts by Name).
Click on a contact to open Contact Edit form where you can add and modify contact details.
Selected contact checkmark.
Displays total number of contacts in the current folder.
Indicates current folder access rights for the logged in user.
Click “Shared” to see the list of users who have access to the current folder