Contact Management

A contact manager in its most basic form is a software program that enables users to easily store and find contact information, such as names, addresses and telephone numbers. Sophisticated contact managers provide calendar sharing features and allow several people in a company to access the same database. Some contact management systems have evolved into customer relationship management (CRM) systems to analyze and plan for an organization’s interaction with current and future customers.

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I have a feeling this is really easy for somone who knows code. Attached is the dialog box I am using. The end result is I want it to say:

Hello my first name is (Insert First name) and my last name is (insert last name)

First name is pulled with ${Contacts.First.Name} and Last name is pulled with ${Contacts.Last.Name}

Any idea what I put in the Formula Expression to make this work? It currently is working with the given formula. The result is just the first name.
Formula-Box.pdf
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Free Tool: IP Lookup
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Free Tool: IP Lookup

Get more info about an IP address or domain name, such as organization, abuse contacts and geolocation.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

My manage ask me to write a KPI that is traceable in numbers and can be measure in Target.

I am a Network and system administrator is there an example for this?
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Hello Everyone. I have a Samsung Captivate Glide i927 (AT&T). It runs stock ICS 4.0.4

My Google account isn't syncing properly. My contacts, calendar, Keep notes  are unable to sync. I keep getting an error that states that 'Sync is having problems.'  I also can't connect to the Google account from certain apps like WhatsApp & SwiftKey keyboard and as a result, I can neither back my chats to Google Drive nor download my customs words for the SwiftKey keyboard app. I can however use the Google Drive app normally. The Play Store also works properly.

I have done everything that I can think of (& read online).  They are:

1. Deleting the Google Play Services cache.

2. Emptied the phone's cache. I also formatted it & the Dalvik cache in CWM.

3. Removed my Google account from the phone. Restarted & added the Google account.

4. Reset the phone to factory settings.

5. Re-flashed the  official/stock 4.0.4 ROM by using Odin.

6. I have added a hash prefix to the localhost IP address in the hosts file in the 'etc' folder. I have also deleted it.

Syncing still doesn't work for those services. I am at my wit's end. Please can anyone suggest a solution?

Thanks.
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I am trying to help a small non-profit choose and implement/integrate a CRM.  They have a custom application, written in MSAccess, that handles all their business.  The board-of-directors wants to move the donors into a more modern, perhaps more powerful, CRM.

They need to be able to track donations, do strategic queries, and support both email and snail mail activities.

In addition to my own search results, I wondered if any of you might have some recommendations.
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We are running AD in a Win2012R2. We have an OU where we keep all  contacts. I have an excel sheet xlsx that contains the following columns: Department, Description, Display Name, Emails address, First Name, Job Tittle, Last Name, and Telephone Number.
This excel sheet contains updated information for some contacts, New contacts to be added, and current contact that information has not changed.  My question is:
what is the easy way to import this excel sheet into my AD that will updates contact info, create new contacts, and leave as it is some contact information that has not changed.
I have no issue deleting the OU contacts and simple add the new spread sheet.
Please advise what it easy. I appreciate any comments. In addition the list I have it is about 26,000 contacts. I do not want to kill my AD. Should I do it in part? (Please advise)
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I purchased a Pixel phone and added my Gmail account.  The phone automatically synced my contacts.  I don't want the Gmail, Google contacts.  I want to transfer my iPhone contacts because that's an up to date version of my contacts I wish to have in my phone.  I have since deleted contacts in Gmail and disabled auto add of contacts. However, the contacts sync feature under settings of the Pixel failed to update accordingly even when turning off/on the sync feature.  The contacts contain a recent sync time but same old lousy contacts.  Can anyone fill me in on why the contacts auto populate crap contacts?  How do I prevent those contacts from populating?
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Hi,

I received this message from my customer and it is below:

"Just a query – I am unable to make up Group/Distribution lists on my email.  I have gotten my friend, Len, to email me his list from his Outlook to me – is there a way I can transfer/save this “Distribution” list straight onto my Outlook?  You know, save me manually doing it?"

Can someone advise?
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We are getting a CRM and want all users to the contacts they want from their personal account to a global one so that all other users can see.

We need to make sure it does not remove the contact from the users out look and that list is accessible so all employees can add to it.

What do you all recommend and how do implement this.

Thank you
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When I make changes to contacts in Outlook, how do I automatically update the contact information on my iPhone?   I do not use iCloud contacts in Outlook.
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Almost we tried a plenty of CRM systems for our company. But the result is not much good because one or more requirements are missed or budgets, etc. Then one of our clients recommend ACT CRM, it helps to manage our customers and contacts. But now we're facing some problems in the ACT.

Recently, we upgraded our machine into windows 10. Afterward, ACT not fully supported with windows 10. This issue raised once upgrade finished, still now we stuck with an operating system issue. Then sometimes crashing occurs, any solutions are available in outside. Share your suggestions, thank you.
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It does not make sense for my Zoho to associate my customers to accounts. It is Business to Customer not B to B.

Is there a way I can delete the whole account part? It makes no sense to track.
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This user has 3 PCs involved in this issue. They are each at a different site.
PC 'A' is running Outlook 2010.
PC's 'B and 'C' are running Outlook 2013.

The issue is with one of the contact groups the user has created. There are 5 people in this group.
The expected behaviour is that once the group is created, it will be visible on all 3 PCs. This does work.

The issue is that, sometimes, when the user is on PC 'B' or PC 'C', the contact group will change. It will be missing people, usually only one will be left. This never happens on PC 'A'.
I took a look at the details of each contact and noticed one had an incorrect email, I fixed that hoping it would stop the issue.

It has occurred once again since that change, so it didn't help.
My first thought is that it has something to do with the different versions of Outlook installed but am not sure what to do or check based on that.
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I need to be able to have a shared contact list that I can use as follows:
When I am sending out an email I want to be able to access the entries in this shared contact list by clicking on the "To" field and being able to see that shared contact list among the drop down option under "Address Books".

Currently I can do this in the Outlook client by using Public Folder contact list and right clicking on it, selecting Properties, Outlook Address Book tab and checking the box to "Show this folder as an email Address Book".
The problem is this type of Public folder is not view able from O365 OWA.

Does anyone have any options?

Thank you,
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I say Free, but wold pay $29. I need to tele-market to the media and need a program that can have list of follow-ups calls I need to make, once I have filled it with calls I will have made.

What tools are there for this?

I am a Mac user so this must work on a Mac OS, or via browser.

Thanks
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Hello,

I am trying to find a way to edit the fields that are shown in the user contact card in Outlook. Contact Card
I would like to change the field Home to something like Work 2 where the full 10 digit office number of the user can be shown. The Work field is already occupied with the user's internal extension which seems to replicate from the AD account properties in the Telephone Number field under the General tab. Under the Telephones tab, I am entering the 10 digit number in the IP Phone field which is what I would like Exchange to pull from to display the number in the Outlook contact card. AD Account
I have tried making some changes in the Details Templates Editor. but that only seems to allow me to change the appearance of the Outlook address book entries and does not make any changes to the Outlook contact card for users.

I am pretty much at a beginner level when it comes to Exchange, so any help on this matter is greatly appreciated. By the way, my organization is using Exchange 2010.

Thanks,
Mike
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All my contacts appear in my iCloud email account.   How do I import them into my regular email account?
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We have a customer using Google Apps (the Google Groups portion of it) to run mailing lists. They have about 8 different mailing lists that people subscribe to and unsubscribe themselves from. You can managed them in a hacky way from Google Group web page (as an example, if you edit a contact and save the info, you're now back at the beginning of the list. They now have to go through potentially hundreds of addresses in the list to get back to where they were). The better way would be if these addresses could be synchronized in Outlook. Is there any way to make this happen? So they could see the groups in outlook, open it, and easily manage and manipulate the user information, having it sync back to Google?

Thanks!
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Say, storing contacts and getting access to them, I find, has been an on-going issue. I am looking for a cloud-based software with good management of contact (name, surname, contact numbers, addresses etc). It's important that we can access the database via an ODBC link or direct link from within Microsoft Access. Kindly suggest Open Source and Paid for options. It's also important that Custom contact fields  can be created. A Good To Have, would be a history of changes to the contact, eg. if address changes or phone numbers change, that the history is kept, thanks, Shaun.
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I have Goldmine Premium Edition v 2014.1.0.489 running as a server on my Desktop PC and as a remote on my laptop.

I recently renewed both my Desktop PC and laptop so both are running Windows 10 and One-button Sync no longer works (it used to work well with Win 7 on the Desktop and Win 10 on the laptop).

The error message I get on the laptop is "Unable to establish connection. Timed out waiting for a response. System error 10060".

So, I presume there are security settings or firewall settings that need to be entered or amended on one or both machines (which use Windows Firewall).

So, at the moment I am forced to use the Sync Wizard and when I do, the laptop quite happily creates/retrieves transfer sets on/from the desktop.

Any suggestions?
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I use GoldMine Premium Edition Version 2014.1.0.489, connected to an SQL Server database.
Earlier today, it locked up while sending an email and I was forced to kill it with Task Manager.
Now, when I attempt to log in as normal, I receive this error message:
"The maximum licensed number of users are currently logged into Goldmine" - which is a nonsense because this is a single-user licence running on a desktop PC - I am the only user!
Rebooting the computer did not help.
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We have a strange situation where one user is unable to send email to a specific email address and cannot add it as a contact either.

When entering the address in the To field and click send, the address disappears and outlook say something went wrong with sending.  Under contacts, if we try adding the email address to a new contact, after adding it to the email field and clicking on another field, the address gets removed and the email field is blank again.

I checked junks settings and the address is not on the block list.  We also ran repair on office and rebooted.  We also cleared the autocomplete cache as it is now disabled in GPO.  Also tried starting outlook in safe mode (all addins disabled).

The system is Windows 7 x64 and office 2013 standard x86.  It is connected to exchange 2013 but other users can send to this email address without issue so it is a mystery setting on this particular user's computer.  The user is able to send to other addresses and add other contacts without issue.  It is just this specific email address that is somehow blocked.

Any ideas?
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I have a user who does not want to manually add contacts. They want to have every address that is in our address book available as a contact. They are able to email anyone from their Android by going to contacts there but they do not have these same contacts in their contacts folder in Outlook. Can this be done?

Robert
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I want to always have these fields displayed on any new contacts business card I create.
Full Name
Company
Business phone
Mobile phone
Home Phone
Business fax
Email
Business Address
Edit-Business-Card---Contact-2.jpg
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I got few SLAs/Service contracts. How you guys maintain or keep track of these.
Your suggestions are appreciated.
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Question is completely described in the Title
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Contact Management

A contact manager in its most basic form is a software program that enables users to easily store and find contact information, such as names, addresses and telephone numbers. Sophisticated contact managers provide calendar sharing features and allow several people in a company to access the same database. Some contact management systems have evolved into customer relationship management (CRM) systems to analyze and plan for an organization’s interaction with current and future customers.

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