Using Exact Hosting Webmail Contacts

The Contacts tab in Exact Hosting Webmail is your address book. Use it to add, group, manage, and delete contacts, and to address email messages directly from the Contacts pane. This article covers everyday contact management plus group and import workflows.

How Contacts fits into Webmail

Contacts powers the address autocompletion in Mail. Anyone in your address book is also automatically treated as an allowed sender, so messages from them bypass the spam filter (see Using the Webmail Settings Menu at Exact Hosting). You can also start a new email to one or several contacts directly from the Contacts pane.

For an overview of how every Webmail tab connects, see The Complete Exact Hosting Webmail Guide.

The Contacts layout

The Contacts tab is split into three panes:

• Groups pane on the left, listing the Contacts group and any custom groups you create.
• Contacts list in the middle, showing the contacts in the selected group.
• Contact details on the right, showing the selected contact's card.

Contacts supports drag-and-drop, so you can move contacts into groups quickly.

Before you begin

• A working Exact Hosting Enhanced Email mailbox. You must be signed in to Webmail.
• Optional: a vCard or CSV file. Needed only if you plan to import contacts from another mail application.

Adding a contact

You can add contacts from the Contacts tab or directly from any email you receive.

Add a contact from the Contacts tab

1. Click Contacts in the sidebar.
2. Select Create in the top toolbar.
3. Fill in the contact information in the blank card that appears in the details pane.
4. Click Save.

Add a contact from an email

1. Open an email from the person you want to add.
2. In the email header, click the sender's email address.
3. From the menu, select Add to address book.

The address is added to your address book automatically.

Tip: After creating a contact, open it and click the Groups tab to assign the contact to one or more groups. Every contact belongs to the Contacts group by default, and you can add it to as many other groups as you like.

Selecting multiple contacts

1. Open the contacts list.
2. Click Select at the top of the list.
3. Use the checkbox next to each contact to select or deselect.
4. Move the selected contacts into a group, or click Compose in the sidebar to start an email to everyone you selected.

Note: The details pane does not show information when you select more than one contact.

Searching for contacts

The basic search at the top of the contacts list looks across display name, email, first name, last name, and all other fields.

Use advanced search

1. Click Contacts in the sidebar.
2. Select Search in the toolbar.
3. In the Advanced search pop-up, fill in as many fields as you can to narrow the search. You can search any contact card field; entries are preserved if you switch tabs.
4. Click Search. Matching contacts appear in the contacts list pane.

Using groups in Contacts

Groups make it easier to find and email related contacts. The Groups list is alphabetical, and a single contact can belong to multiple groups at once.

Create a group

1. At the top of the Groups pane, click the menu icon (three vertical dots).
2. Select Add group.
3. Type the new group's name in the text field.
4. Click Save.

Add one or more contacts to a group

You can add contacts to a group from the contact card or by drag-and-drop.

• Dragging a contact from one group to another places a copy in the new group.
• The same contact can belong to multiple groups.
• You can drag multiple contacts at once.

1. Open the contacts list.
2. Click Select and check the contacts you want to add.
3. Drag the selection onto the target group, or click More > Assign to group.

Remove contacts from a group

Note: A contact cannot be removed from the default Contacts group.

1. In the Groups list, click the group you want to edit.
2. Click Select and check the contacts you want to remove.
3. Click More.
4. Choose Remove from group.

Rename or delete a group

1. Open Contacts and locate the group.
2. Click the menu icon (three vertical dots) at the top of the Groups pane.
3. Select Rename group or Delete group.
4. To rename, enter the new name and click Save. The renamed group reappears in alphabetical order.
5. To delete, click Delete in the confirmation pop-up.

Importing contacts

You can import a list of contacts from another mail application that exports to vCard or CSV format.

Import a contacts file

1. Click Contacts in the sidebar.
2. Click Import in the top toolbar.
3. In the Import contacts pop-up, click Choose file and select the vCard or CSV file.
4. Click Open.
5. From the Import group assignments drop-down, choose the group that should receive the imported contacts. If you skip this step, the contacts are imported into the default Contacts group only.
6. Optionally, select Replace your entire address book to overwrite existing contacts with the import.
7. Click Import.
8. When the confirmation appears, close the window by clicking the X in the upper-left corner.

Warning: Replace your entire address book deletes your existing contacts before importing. Only use it if you intend to fully replace your current address book.

Next steps

• Email your contacts faster. Read Using Webmail Mail at Exact Hosting for composing and replying tips.
• Schedule events with contacts. Read Using Webmail Calendar at Exact Hosting to invite participants to events.
• Manage allowed and blocked senders. Read Using the Webmail Settings Menu at Exact Hosting to fine-tune your spam settings.
• Tour the whole app. Read The Complete Exact Hosting Webmail Guide for an overview of every Webmail component.

Questions? Contact Exact Hosting Support.

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