1. Tap ‘Contacts’.
2. Tap  and then ‘Add clients/partners’.
3. Enter the information and tap ‘Save’ to add a client/partner.

1. Click  on the top.
2. Click ‘Add contact’.
3. Click ‘Clients/Partners Contacts’.
4. Enter the contact information of the new client/partner.
   Click ‘Save’ to add the contact. If you want to add more client/partner contacts, click ‘Save and Add More’.

1. Tap ‘Contacts’.
2. Tap  and then ‘Add clients/partners’.
3. Tap ‘Scan business card’ on the top in Add clients/partners screen.
4. Scan the business card by placing it within the frame. You can select between ‘AUTO’ and ‘MANUAL’ on the top of the camera screen as a scanning method.
   • AUTO: Aligning the business card within the square automatically recognizes and scans the business card.
   • MANUAL: Align the business card within the square and then press the shutter button.
5. Check the scanned image of the business card. Rescan or edit the image if necessary.
6. Tap ‘Use’ on the top right.
7. Check if the information on the business card is entered correctly in the Contacts screen. Edit the information if necessary. Tap ‘Save’ on the top right.

Import from files

1. 1. Click  on the top.
   2. Click ‘Import Contacts’ on the left menu.
   3. Click the format you want from ‘Download Csv Sample’, ‘Download Excel Sample’, or ‘View Text Sample’, and download the sample file.
   4. Add contacts to the sample file, and save. If you are using the .csv sample file, you must save the text code as UTF-8. For the .txt sample file, after clicking ‘View Text Sample’, copy the message shown on the screen. Then paste the text to an editing tool such as Notepad. Edit the text, and save as UTF-8.
   5. Click ‘Select file’ and then ‘Open’ to upload the saved file.
   6. Check the contact list and then select the contacts you want to save.
      • If required fields are not filled in, they are displayed in red.
      • You can add tags to your contacts by clicking ‘Add tags in bulk’.
   7. Click ‘Save’ to add the contacts in bulk.

Import from emails

Use this method to add contacts with email addresses.

1. Click  on the top.
2. Click ‘Import Contacts’ on the left menu.
3. Click ‘Import from Mail’.
4. Select a mailbox, set the conditions, and then click ‘Import’.
5. Check the contact list and then select the contacts you want to save.
   • If required fields are not filled in, they are displayed in red.
   • You can add tags to your contacts by clicking ‘Add tags in bulk’.
6. Click ‘Save’ to add the contacts in bulk.

1. Tap ‘Contacts’.
2. Tap .
3. Tap ‘All’ in ‘Clients/Partners’.
4. Tap the name of contact you want to edit.
5. Tap   .
6. Tap ‘Edit’.
7. Edit the contact information, and tap ‘Save’.

1. Click  on the top.
2. Click ‘Clients/Partners’ on the left menu.
3. In ‘Clients/Partners’, click ‘All Contacts’ or the tag name of the contact you want to edit.
4. Click the contact you want to edit.
5. Click  in the detailed view of the contact on the right.
6. Click ‘Edit’.
7. Edit the contact information, and click ‘Save’.

1. Tap ‘Contacts’.
2. Tap .
3. Tap ‘All’ in ‘Clients/Partners’.
4. Tap the name of contact you want to edit.
5. Tap   .
6. Tap ‘Edit’.
7. Tap ‘Scan business card’ on top of the Edit clients/partners screen.
8. Scan the business card by placing it within the frame. You can select between ‘AUTO’ and ‘MANUAL’ on the top of the camera screen as a scanning method.
   • AUTO: Aligning the business card within the square automatically recognizes and scans the business card.
   • MANUAL: Align the business card within the square and then press the shutter button.
9. Check the scanned image of the business card. Rescan or edit the image if necessary.
10. Tap ‘Use’ on the top right.
11. Check if the information on the business card is entered correctly in the screen. You will find the added information below the existing information. Edit the information if necessary. Tap ‘Save’ on the top right.

1. Tap ‘Contacts’.
2. Tap .
3. Tap ‘Clients/Partners’.
4. Tap the name of a contact to edit.
5. Tap    and then ‘Edit’.
6. On the bottom, select scope to ‘Open to’.
7. Change the scope to open to ‘Members’. Do not add members other than yourself under ‘Add members’.
8. Tap ‘Save’ to make the contact private.

1. Click  on the top.
2. Click ‘Clients/Partners’ on the left menu.
3. Click ‘All Contacts’ of ‘Clients/Partners’ or a tag that has the contact to edit.
4. Click a contact to edit. On the right, click  on the contact details and then ‘Edit’.
5. Change the scope to open to ‘Members’. Do not add members other than yourself under ‘Add members’.
6. Click ‘Save’ to make the contact private.

1. Tap ‘Contacts’.
2. Tap .
3. Tap ‘All’ in ‘Clients/Partners’.
4. Tap the name of contact you want to delete.
5. Tap   .
6. Tap ‘Delete’ to delete the contact. Please note that you cannot delete the contacts of external members who are currently in a message room with other members.

1. Click  on the top.
2. Click ‘Clients/Partners’ on the left menu.
3. In ‘Clients/Partners’, click ‘All Contacts’ or the tag name of the contact you want to delete.
4. Click the contact you want to delete.
5. Click  in the detailed view of the contact on the right.
6. Click ‘Delete’ to delete the contact. Please note that you cannot delete the contacts of external members who are currently in a message room with other members.

1. Tap ‘Contacts’.
2. Tap .
3. Tap ‘Trash’ in ‘Clients/Partners’.
4. Tap the name of the contact you want to permanently delete.
5. Tap   .
6. Tap ‘Delete’ to delete the contact permanently.

1. Click  on the top.
2. Click ‘Clients/Partners’ on the left menu.
3. Click ‘Trash’.
4. Select  on the left of the contact you want to permanently delete, and click ‘Delete Permanently’ on the top.
5. Click ‘OK’ to permanently delete the contact.

1. Tap ‘Contacts’.
2. Tap .
3. Tap ‘Trash’ in ‘Clients/Partners’.
4. Tap the name of contact you want to restore.
5. Tap   .
6. Tap ‘Restore’ to restore the contact.

1. Click  on the top.
2. Click ‘Clients/Partners’ on the left menu.
3. Click ‘Trash’.
4. Select  on the left of the contact you want to restore, and click ‘Restore’.
5. Click ‘OK’ to restore the contact.

1. Tap ‘Contacts’.
2. Tap .
3. Tap ‘All’ of the ‘Clients/Partners’.
4. Tap the name of the contact to view revision history.
5. Tap ‘Last update’ at the bottom of the contact details.

1. Click  on the top.
2. Click ‘Clients/Partners’ on the left menu.
3. Click ‘All Contacts’ of the ‘Clients/Partners’.
4. Click the name of the contact to view revision history.
5. Check ‘Last update’ at the bottom of the contact details. If you would like to see the full revision history, click ‘View more’.