To create a new contact group just go to the Groups tab and tap the top-right icon New.
You'll need to:
- Enter a group name
- Add contacts (from your Address Book, create custom contacts, import CSV files)
Adding existing contacts
After you tap the Add existing contacts button you will be asked for permissions to access the Address Book. After you reach the Add new contact screen you can:
- Search for a specific contact to add
- Use the upper-left filter: Groups (you can select contacts from specific iCloud groups)
- Quick browse the list using the right-side letter shortcuts
- Use the quick selection tools: Select all/none/inverse selection
When you tap a specific contact a checkmark will appear on the right. Select one or more contacts and hit the top-right button. This will add the selected contacts to your group.
Adding custom contacts
You can create contacts that only exist in our application. Just tap Create custom contact and fill these fields:
- Prefix
- First Name (mandatory)
- Last Name
- Company
- Phone (mandatory)
You can edit custom contacts anytime by tapping on them in the group listing.
Adding contacts from CSV files
You can bulk-import contacts from external files using the Add contacts from CSV file option. Just follow these steps:
- Export the contacts template CSV file to your iCloud Drive or send it via email
- Open the template CSV file on your computer/device and add data to it
- Insert contact information using the available fields (FirstName, LastName, Phone, etc.)
- Make sure you don't delete the first row (the header row)
- Send back the file to your device via iCloud Drive or email
- Import the CSV file inside our app
The app will import the data found inside your CSV file and create custom contacts. An alert will be displayed when the import is finished.
You can follow a step-by-step guide by reading this post.
Managing Address Book contacts
If you want to change the contact phone number you can tap the contact list item. A new window will appear that allows you to select a specific phone number to be used when sending messages (if the contact has multiple phone numbers).
When you're done just tap Save on the top-right and the contact will be updated.
Please note that these changes will not reflect in the actual Address Book (they only update the app contact).
Removing contacts
To remove a contact just swipe left on the table row and then tap Delete.
Removing groups
When you want to delete an existing group just go to the groups list, swipe left on a group and then tap Delete. This will permanently delete the selected group.
Duplicating groups
When you want to duplicate an existing group just go to the groups list, swipe right on a group and then tap Duplicate. This will create a copy of the group.
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