ContactManager - What's New
Export a contact's information as a vCard
vCard (aka VCF) is one of the easiest ways to share contacts' information online, and it was only a matter of time that we add a vCard export option for contacts. With this update, you can export a contact's information as a vCard file, as and when you are viewing them on ContactManager.
Quickly add tasks and deals
To further improve your experience with ContactManager, we have added a way to help you not lose the current context while you are working with a set of contacts. When you are on the Contacts screen, you can click the 'New Record' button to add a new task or a deal quickly, without switching back and forth.
It's time to take your business cards to the digital highway
You know you are not the only one when it comes to misplacing or losing business cards. That's why we added an inbuilt Business card scanner in our iOS app to allow you to store the details of your contacts online with a simple one-time scan of your business cards.Learn More
Bolstering contact management with direct Gmail integration
We know how crucial Gmail is for you. That's why we removed the tiresome way of setting up a POP3 connection by enabling one-click integration of Gmail with ContactManager. Once you integrate the services, you can manage all your emails from the Emails dashboard, and also have a quick view of the email transactions of a particular contact in the Contacts tab.Learn more
Get 'em all in. Import your list of companies in a flash
"If we can bulk import a list of contacts into Zoho ContactManager, why could we not do the same for a list of companies?", is what we heard from some of our customers. And yes, we've got what you want. With this update, you can easily import a list of companies and their associated information into Zoho ContactManager.Learn More
Your attachments, at your own disposal
We made it a lot easier for you to work with Attachments with an updated UI that gives you a clear description of your attachments (File name, type, and size). Also, you can have a quick view of your attachments, with an additional option to download them.
Now, Help is just a click away!
Self-help is the second best help! (No surprises there, our Support team sits right at the top, to help you 24*5). In addition to it, we released a comprehensive User guide, to help our users with everything that is Zoho ContactManager. From setting up ContactManager for the first time to the know-how of key features, we got everything covered in our extensive set of help articles.Learn More
Tags – The way you like it!
We added a 'Rename' option for Tags so that you can have your tags named, the way you like it.Learn More
Tags & Notes - Now available offline
Thanks to a minor code rework, we added Tags as one of the columns in the file that you export from Zoho ContactManager, as your account data. Also, we added the option to export your notes as and when you require.Learn More
One click to rule them all - Introducing the Bulk actions menu
Ever wanted to select a bunch of contacts, shoot them an email or wanted to have a set of contacts grouped, using Tags? That's exactly what we covered in this update, which provides you with an easy way to play around with a particular set of contacts.Learn More
New & improved mobile apps
We refreshed our mobile apps for iOS & Android, making it far more easy to manage your contacts as you go. The update was a major upgrade to the app's overall design, as we added more depth to the list of features available in our mobile app.
Multiple portals – One ContactManager account
With the introduction of multi-portal support, we made room for some of our users who wanted to join a different Zoho ContactManager account but keeping the existing account intact. This means that the user can be part of multiple accounts within Zoho ContactManager.
Zoho ContactManager joins hands with Office 365 & MS Outlook.com
With this direct integration, we introduced a new two-way contacts sync with Outlook.com & Office 365. ContactManager became the new Inbox for Outlook users as they could effortlessly manage their emails, tasks & deals without having to switch tabs.Learn More
Adding more flavors to customize YOUR ContactManager
Adding wings to your customization efforts, we introduced customizable columns in the Contacts and Companies tab to have only the necessary columns that you require. Also, in this update, we added two new functionalities to the Contacts and Companies tab. One, the ability to sort the columns. Two, among the views such as My Contacts/Companies, Recently updated, Recently added and others, you can set a particular view of your liking, making it the default view whenever you log in to Zoho ContactManager.Learn More
Introducing the 'Data Administrator' user profile
Administering Zoho ContactManager was made easy with the addition of a new user profile named 'Data Administrator'. Apart from 'Standard' and 'Administrator' user profiles, this inclusion made it convenient for organizations to grant more privileges to some of their team members while keeping a check on core functionalities such as the configuration of users, roles and managing the account subscription.Learn More
Introducing the option to mark an email template as your default one
We knew it would be frustrating for you to manually select an email template every single time, to reply to a set of redundant emails. That's why we decided to bring in default email templates in ContactManager, so that you can have an email template as your default signature, thereby saving a lot of your time.Learn More
Get up campaigning with Mailchimp - Zoho ContactManager integration
Sending out personalized email campaigns is often the trusted way to promote your business online. With this integration, you can connect your MailChimp owner/admin account with Zoho ContactManager and import lists from MailChimp. Once done, you can start sending awesome email campaigns while tracking the essential metrics to analyze your campaign's performance.Learn More
Customise your Web-to-contacts form
We made it a lot easier for you to tap prospects when they visit your website. In the revamped Web-to-contacts form, Custom fields were added as a part of the online form. With the introduction of the 'Drag and drop editor', the users could easily arrange and select the list of fields that they want in their Web-to-contacts form.Learn More
Zoho ContactManager says hello to G Suite
When it comes to business management, if G Suite is your piece of cake, we decided to make it extra delicious with our relishing integration. We added Zoho ContactManager on top of your G Suite apps so that you never miss out on the crucial part of any business, that is contact management.Learn More
Customizing your ContactManager with Picklists
Adding another new update to Custom fields, we introduced Multi-select picklists, to help users when there is a necessity to add more than one entity to a field. This was in addition to the Single-select picklist field in our list of data types for Custom fields.
It's raining Custom fields at ContactManager – 120 of them!
Inspired by our customers' varied nature of businesses, we increased the limit on Custom fields to satisfy their unique business needs. From numbers, texts, and creating pick lists, up to 120 Custom fields can now be created leaving our users with the luxury of adding contacts' and companies' information suited to their unique requirement.
Easily accessible Tags
How great would a wonderfully grouped address book look like? Tags in Zoho ContactManager was born out of this curiosity. And now, thanks to the feedback from some of our users, Tags were prominently placed in the main window, which allowed the users to access & create tags easily.
The launch of 2.0 – Zoho ContactManager takes a major leap ahead
Taking pure play contact management to the next level, we launched the all-new Zoho ContactManager Version 2.0 with new features such as Email and Social media dashboards to manage your online communications. Clean, Easy to use & Even more simple – Introducing Zoho ContactManager V2.0!Learn More