Help / First steps

Step 1. Add contact groups

Create contact groups to structure your contacts database. To do this, please access "Groups management" menu. If you think that you don't need such functionality now, you may skip this step and use the default "General" contacts group. You will be able to add additional groups later, when the need arises.

Step 2. Add more sub-account users

If you are a subscription owner or account administrator, you can add more users as sub-accounts that will be able to use the system. Each such user will have their own set of permissions (definable by you) and their own sign in account. To add more users please use the "User management" menu. If you don't want to add more user now, you can do this later at any time.

Step 3. Start adding contacts!

You can start filling your database with contacts of your employees, partners, colleagues, friends, acquaintances etc. You can add contact manually one-by-one or use the import (from Outlook, for example) function which is much more useful and convenient. To add your contacts, please use the large "Add Contact" button in upper part of the window.

Step 4. Use the navigation tools

There are two base instruments for quick and effective navigation - the Quick search and Advanced search. Quick search engine is situated at top left part of the window and searches for your inquiries dynamically, depending on number of symbols entered into search field. Try it, it's easy and convenient! The Advanced search allows you to set more strict search rules. You can access it by pressing "advanced search" line below the Quick search.

Step 5. Check your subscription

Please use the "Subscription" menu to see your current status, package change or subscription renewal.