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Address Book - Import your contacts from Outlook (native)
In this article, we will teach you how to import your contacts from Outlook (native). “Native” simply means that Outlook is installed into your device, rather than being accessed via a web browser.
Note: the contact import tool is not available on mobile.
Go to your address book and click on the IMPORT CONTACTS button.
After the Import contacts dialogue opens, click on the “Outlook (native)” option.
For directions on how to export your contacts from Outlook (native), click on the “Get your Outlook contacts” button. Be sure to save your outlook contacts file (.csv) in a location in which you are familiar with.
To locate your outlook contacts file (.csv), click on the box with the broken outline (titled “click to upload your contacts”) to open your file explorer and select your file.
Select the contacts you would like to import from the dialogue and click the GET CONTACTS button.
Contacts are imported into a spreadsheet, allowing you to make any final adjustments. Once you are done, click the IMPORT button on the top right-hand side of your screen.
Import your contacts from Gmail, LinkedIn, iCloud or other webmail
Note: the contact import tool is not available on mobile.
To use the “import from webmail” tool, you must first switch off your pop-up blocker setting in your browser, otherwise, the related sign-in dialogue will be automatically blocked.
Go to your address book and click on the IMPORT CONTACTS button.
After the Import contacts dialogue opens, click on the “Import from web email” option.
Select from one of email providers to import contacts into your address book.
If you aren’t already signed in, you may have to enter your email and password into the related dialogue. Once you have signed in, your contacts will appear for selection.
Note: please ensure your pop-up blocker is switched off for this feature.
Select the contacts you would like to import from the dialogue and click the GET CONTACTS button.
Contacts are imported into a spreadsheet, allowing you to make any final adjustments. Once you are done, click the IMPORT button on the top right-hand side of your screen.
Import your contacts from a CSV file
Follow the steps below to import contacts into your address book from a CSV file.
Note: the contact import tool is not available on mobile.
Go to your address book and click on the IMPORT CONTACTS button.
After the Import contacts dialogue opens, click on the “Copy/paste from a spreadsheet” option.
To locate your contacts file (.csv), click on the box with the broken outline (titled “click to upload your contacts”) to open your file explorer and select your file.
Select the contacts you would like to import from the dialogue and click the GET CONTACTS button.
Contacts are imported into a spreadsheet, allowing you to make any final adjustments. Once you are done, click the IMPORT button on the top right hand side of your screen.
Import your contacts via spreadsheet copy/paste
A quick and easy way to import your contacts is copy/pasting from a excel/CSV file directly in to your address book import spreadsheet.
Follow the steps below to import contacts in to your address book via copy/pasting from a spreadsheet.
Note: The contact import tool is not available on mobile.
Go to your address book and click on the IMPORT CONTACTS button.
After the Import contacts dialog opens, click on the “Copy/paste from a spreadsheet” option.
After opening your contacts spreadsheet, rearrange your columns to match the labels in your contact import spreadsheet.
Note: Company, first name, last name and email are compulsory fields.
Import contact spreadsheet: correct labels
Once you have rearranged your columns to match the format of the contact import spreadsheet, copy and paste your contacts in using Ctrl+C (copy) and Ctrl+P (paste).
You can then click the IMPORT button on the top-right hand side of your screen to import your contacts.
Add a company
Follow the below steps to add a company into your address book.
Go to your address book and click on the ADD COMPANY button.
Start by typing the name of the company into the “Company name” field.
If the company you wish to add is in the list, this means they are part of the WeBuild network. After you select a company that is part of the WeBuild network, all related information will be pre-populated for you.
If the company you searched for is not in the list, you can add the rest of the details in the fields below. After adding the company details, click the ADD button on the bottom-right of the dialogue.
Note: Companies that are already part of the Webuild network cannot be edited.
Add a contact
The address book opens in “Companies” view. First, we will need to check if the company to which the contact belongs appear on the list of companies already entered.
If the company to which the new contact belongs does not appear on the list of companies already entered, you will need to add that company first before you can add the new contact.
Click the “ADD COMPANY” button and fill in the entry form then click “ADD”.
Then you will find the company on the list of companies listed in your contacts. Click the name of the company to open the company’s details page.
Click the button “CONTACTS” in the top left corner to open the list of contacts listed under that company.
Click the “ADD NEW CONTACT” button, complete the relevant form and press “ADD”.
If the company already appears on the list of companies already entered in your contacts, click the name of the company to open the company’s details page.
Click the button “CONTACTS” in the top left corner to open the list of contacts listed under that company.
Click the “ADD NEW CONTACT” button, complete the relevant form and press “ADD”.
Edit a company
This article will teach you how to edit the details of a company in your organisation’s address book.
Navigate to your address book and locate the company you would like to edit.
Note: “Registered” companies that are already entered by someone else (“the company owner”) on the Webuild network (marked by a white tick on a blue cog) cannot be edited or have their insurances added/edited except by the company owner. You can still add a Tag and a Company Review to a Registered Company.
Click the company name to open the company details page. Select “Edit” in the top right corner to open the edit dialogue.
Edit the details of the company in the “Edit company” dialogue and click the “OK” button to save your changes.
A Tag is any description you choose to apply to the company, and it can be used in the future for search purposes. You can for example add the type of business activity of a sub-contractor as a Tag , for example “Landscaping”. When you search your Contacts for the term “Landscaping”, you will have a list of all companies with this Tag.
To enter or edit a tag for any company, open the company record in Contacts and add the description you want under TAGS, then press the “Enter” button on your keyboard to save the entry.
Note: You must enter contacts under a company before you can add a Tag to that company.
Edit a contact
This article will teach you how to edit the details of a contact in your organisation’s address book.
Note: contacts that are already part of the Webuild network cannot be edited.
When a user creates a WeBuild company account for their organisation and adds individual contacts to it, they become part of the WeBuild network. Contacts that are part of the WeBuild network can only be edited by the user who created them. You will recognise these contacts by the small blue tick that appears beside their name.
If you want to change details of an individual contact in your address book that is already part of the WeBuild network, you can do so by deleting that contact then adding it again as a new contact with the changed details.
Navigate to your address book and locate the company you would like to edit.
Click the company name to open the company details page. Select “CONTACTS” in the top left corner to open the contacts page.
Select the contact you want to edit and press “Edit” on the right to open the edit dialogue.
Edit the details then click the “OK” button to save your changes.
Delete a company
Navigate to your address book and locate the company you would like to delete.
Note: companies that are already part of the Webuild network (entered by someone else) cannot be edited.
Click the company name to open the company details page. Select “Remove” in the top right corner.
Click remove in the open dialogue box to delete the company.
Delete a contact
This article will teach you how to delete a contact in your organisation’s address book.
Note: Contacts that are already part of the Webuild network (entered by someone else) cannot be deleted.
Navigate to your address book and locate the company to which belongs the contact that you would like to delete.
Click the company name to open the company details page. Select “CONTACTS” in the top left corner to open the contacts page.
Select the contact you want to delete and press “Remove”.
Add a review to a company
What are reviews and why are they useful?
A review (of a company) is an evaluation of services performed, taking in to account timeliness, cost, quality and the professionalism of company representatives.
In a construction setting, it is useful to have a log of company reviews readily available for team members in order to differentiate between companies that have performed well, and those that have performed poorly on past projects.
This ensures that team members (in particular, new team members) avoid problematic companies and only deal with contacts that can complete the related works efficiently and without hassle.
Note: No-one from outside of your organisation can see your company’s reviews. These are visible to your organisation’s users only.
To add a review, click in to a company, scroll down to the “Reviews” section and click the “GET STARTED” (or “+ADD REVIEW”) button.
Once the “Add review” dialogue pops up, you can start by clicking the number of stars you believe is the company you are reviewing deserve. After typing in a comment from your review, click the “SAVE” button and your review will be added.
Edit a review of a company
After you have finished editing your review, click the “SAVE” button to save your changes.
Note: You can only edit reviews that you have added to a company.
Remove a review from a company
To remove a review, click into a company and scroll down to the “Reviews” section. Once you have located your review, click the overflow button on the right-hand side and then select “Remove” from the menu.
After you click the “CONFIRM” button in the dialogue that appears, your review will be removed.
Note: You can only remove reviews that you have added to a company.
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