Knowledge Base

  1. Getting Started 

    1. Where can I download Contacts Journal CRM?
    2. What is Contacts Journal CRM?
    3. How should I start using Contacts Journal?
  2. Import Contacts 

    1. How do I add contacts from external accounts (e.g Outlook, MS Exchange, Google Contacts)?
    2. How do I import my contacts list from an Excel or CSV file?
    3. Do the contacts in Contacts Journal stay in sync with the Contacts app?
    4. How do I enter contacts so that they are separate from my Contacts app?
  3. Contact Groups 

    1. How can I create a new group of contacts?
    2. How do I filter my contacts list by Group?
    3. Why are some contacts missing when I try to add them to a Public Group?
  4. Map and Location 

    1. How are pins on the Map page populated?
    2. Why do some of my contacts' addresses not show up on the Map?
    3. How do I search for contacts in a particular zip code or city?
  5. Attaching Files 

    1. How can I attach Documents to my contacts?
    2. How do I rename a file in Contacts Journal?
  6. User Fields 

    1. What are “Fields” and how should I use them?
    2. How do I create a new “Field”?
  7. Data Backup and Restore 

    1. How do I backup my data from the app?
    2. How do I restore my data from a Contacts Journal backup?
  8. Sync with iCloud 

    1. How do I start syncing Contacts Journal data using iCloud?
    2. How does iCloud sync work?
  9. Troubleshooting iCloud sync 

    1. What should I do if the Contacts Journal app stops syncing with iCloud?
    2. How should I do an "iCloud Reset"?
    3. How should I do an "iCloud Recovery"
  10. Sync with Dropbox 

    1. How do I use Dropbox to sync between Contacts Journal on iPhone, iPad and Mac?
    2. Can I share my Contacts Journal data with others?
  11. All articles 

    1. Keyboard Shortcuts for Mac app
    2. How do I add contacts from external accounts (e.g Outlook, MS Exchange, Google Contacts)?
    3. How can I create a new group of contacts?
    4. How are pins on the Map page populated?
    5. How can I attach Documents to my contacts?

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