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Online Address Book
The People Tab: Your Online Address Book
Beesy is an All-in-One platform and this is why it works as your Online Address Book in order to enlarge and deepen the integration of Beesy’s Automation system. To access your Online Address Book within Beesy, go to the People Tab.
Managing your contact list in Beesy
Adding new contacts
To add new contacts to Beesy from the People Tab, tap on the Plus “+” button on the left, above the Contact Names and Next to the “With Actions” button.
Providing contact information
If you create a contact manually, you need to provide a first name and last name but 2 other important things as well.
First are the initials for that contact. In the task view, Beesy will use those 3 letters to display the contact.
Example: Julien Simon = JSI
Choose carefully to make it readable for you.
Then you can provide the email address. Beesy doesn’t make use of them except to automatically find out attendees at a meeting from calendar invites. If you do not provide an email address, Beesy will try to interpret the attendee list with less precision.
With Beesy you can import a whole list of contact. To import your contact list from the People Tab, tap on the Plus “+” button on the left, above the Contact Names and Next to the “With Actions” button.
Once you’ve clicked on Import your contact List you will be able to import a csv file from LinkedIn, Outlook, Gmail, Yahoo… For example:
- Go on LinkedIn export page
- Choose “Microsoft Outlook .csv” file format
- Click on Export
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