How to manually add a contact

You can view your contacts according to address, organization or company, status, groups, etc.

Viewing contacts according to specified parameters

1. On the dashboard, click on the Menu icon to display the viewing parameters found under View All Contacts.

2. By clicking on a specified parameter (e.g. address), an additional view criteria will be available for you to choose from (e.g. city, zip code, country).Click on the selection and Akubo will display the desired contacts.

3. You can also view contacts that were added or edited at a certain period.

Sample Contact Views

Here are samples of contact views from Helpful list (Name Duplicates), country and groups.

Basics

Adding new contacts

1. On the main page, click + ADD NEW CONTACT

2. You can then add detailed information about a contact, including his/her transactions and activity logs.

3. You can also add contacts by importing or via auto-forms (see the Auto Forms section in this guide).

Viewing Contacts

1. When viewing a contact, click Contacts page to view list of contacts. Hover and click on the selected contact to view the details.

Deleting a Contact

1. Click the contact you want to delete and select the Remove option and click Update.

2. To delete multiple contacts at the same time, go to the contact list and put a checkmark on the contacts you wish to delete and hit Delete.

3. Deleted contacts immediately go to the Recycle Bin. To permanently delete the contact(s), click Recycle Bin from the side menu. Put a checkmark on the names you wish to permanently remove and click Permanently Delete.

Viewing contacts

IMPORT Contacts for Mass Uploading

Import for Mass UPLOAD:

1. To do mass upload of contacts, go to Import & Export:

2. Under Import, select Contacts from Excel or CSV file.

3. Choose the file and click Upload.

4. Make sure to match the columns of the spreadsheet with the columns in Akubo’s database.

5. Choose the options that are applicable to you. To avoid duplicates in your existing database and the file you will import, you may select between four options. Checking duplicates by Email is recommended. If you have Custom Field that is unique for every contact like Customer ID, you may choose to do so.

You may also add all the imported contacts in an existing group in your database or you may choose to add them in a new group (e.g: New_Contacts_April2020) to check them later or to just keep track of your new uploads. Lastly, click Import.

6. You will then see the status of your import/upload if it was successfully added to your database.

If you think there are failed imports, you may download the report to review which contacts were not uploaded by clicking on the Export Full Report to CSV.

Exporting of contacts to MS Excel

1. On the main page, click Others, then Import & Export.

2. Select the information that you want to export by selecting from one of the options in the dropdown menu under the Export column.

3. Select from the list of contacts you would like to export (all, individually or by groups) by clicking on the buttons and checkboxes that correspond to your choices.

4. Select the desired fields on your contact database that you would like to export by clicking on the checkboxes that correspond to each field.

5. Click on the Additional Info checkbox (if any), then select the file type (CSV or RTF) that you want the data to be exported to.

Note: Contact ID is important and can be used when doing mass update.

6. Click Export to begin the process.

Recording activity logs

Groups

Once you have some contacts in Akubo, you may want to organize them into groups.

For example, you wanted to group certain clients together (e.g. they all like Product A), you can easily create group called Product A and assign contacts to that group. A contact can be a member of more than 1 group.

Creating a Group

There are three ways to create a group.

1. Create New Contact – You can assign a newly created contact to a new or existing group.

2. Viewing List of Contacts – From your contact list, select the contacts you wish to create group with. Under the Add to Groups drop-down menu, you can assign the selected contacts to a new or existing group.

3. Import – You can assign your imported data directly to a new or existing group (See the Import and Export section in this guide).

Moving, Renaming and Deleting a Group

Go to the Settings page. In the Groups section, you will see a listing of all your groups and an option to delete them. You must have an admin account or Manage privilege to see this section.

Create subgroup by moving a specific group under a different group.